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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 | $234,963 | $74,535+215.2% | $100,712+133.3% | $82,637+184.3% |
| Participation rate | 92.0% | 61.2%+30.8pp | 69.3%+22.7pp | 68.1%+23.9pp |
| Annual return | 12.93% | 18.92%-6.0pp | 33.27%-20.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $8,983 | $1,503+497.8% | $2,313+288.4% | $2,552+252.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $27,907 | $6,576+324.4% | $9,256+201.5% | $7,339+280.3% |