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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 | $178,831 | $52,306+241.9% | $69,779+156.3% | $62,881+184.4% |
| Participation rate | 97.0% | 67.2%+29.7pp | 71.8%+25.1pp | 69.3%+27.7pp |
| Annual return | 6.65% | 13.35%-6.7pp | 12.99%-6.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $12,931 | $1,799+618.7% | $2,338+453.0% | $2,281+466.9% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,893 | $3,691+59.7% | $4,381+34.5% | $4,296+37.2% |