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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 | $155,752 | $108,825+43.1% | $156,181-0.3% | $82,448+88.9% |
| Participation rate | 96.3% | 72.4%+23.9pp | 78.8%+17.5pp | 68.1%+28.2pp |
| Annual return | 12.91% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $11,111 | $2,870+287.2% | $4,294+158.8% | $2,551+335.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,330 | $9,341-85.8% | $14,586-90.9% | $7,234-81.6% |