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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 | $154,508 | $77,817+98.6% | $123,553+25.1% | $64,173+140.8% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.3%+16.2pp | 69.6%+28.9pp |
| Annual return | 20.58% | 12.49%+8.1pp | 119.21%-98.6pp | 7.63%+12.9pp |
| Employer contribution / active EE | $2,192 | $3,014-27.3% | $4,628-52.6% | $2,381-7.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,507 | $5,519-72.7% | $9,284-83.8% | $4,887-69.2% |