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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 | $149,857 | $77,816+92.6% | $123,549+21.3% | $64,181+133.5% |
| Participation rate | 87.8% | 74.7%+13.0pp | 82.3%+5.5pp | 69.6%+18.2pp |
| Annual return | 11.39% | 12.49%-1.1pp | 119.20%-107.8pp | 7.63%+3.8pp |
| Employer contribution / active EE | $14,505 | $3,014+381.2% | $4,628+213.4% | $2,381+509.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,518 | $5,519+108.7% | $9,284+24.1% | $4,887+135.7% |