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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,090 | $97,648+144.8% | $121,663+96.5% | $87,485+173.3% |
| Participation rate | 94.3% | 70.5%+23.9pp | 74.5%+19.8pp | 68.9%+25.4pp |
| Annual return | 12.71% | 18.03%-5.3pp | 147.54%-134.8pp | 26.06%-13.3pp |
| Employer contribution / active EE | $10,445 | $2,300+354.0% | $3,020+245.9% | $2,596+302.3% |
| Participant deferral / active EE | $1,120 | $3,923-71.4% | $4,887-77.1% | $4,274-73.8% |
| Admin fee / account holder | $17,963 | $11,100+61.8% | $14,289+25.7% | $7,775+131.0% |