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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 | $229,877 | $72,492+217.1% | $87,104+163.9% | $72,975+215.0% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 18.58% | 24.46%-5.9pp | 28.19%-9.6pp | 81.01%-62.4pp |
| Employer contribution / active EE | $906 | $1,894-52.1% | $2,521-64.0% | $2,440-62.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17,487 | $5,055+245.9% | $7,491+133.4% | $5,124+241.3% |