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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 | $238,110 | $80,992+194.0% | $96,534+146.7% | $75,173+216.7% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 14.78% | 27.05%-12.3pp | 25.88%-11.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $1,503 | $2,283-34.2% | $2,965-49.3% | $2,671-43.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,247 | $6,717-36.8% | $8,253-48.5% | $5,651-24.8% |