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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 | $194,514 | $56,544+244.0% | $75,501+157.6% | $70,126+177.4% |
| Participation rate | 97.1% | 68.1%+29.0pp | 72.4%+24.8pp | 69.5%+27.6pp |
| Annual return | 14.37% | 23.59%-9.2pp | 27.35%-13.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $8,571 | $1,817+371.9% | $2,352+264.5% | $2,343+265.9% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,064 | $3,827+6.2% | $5,801-29.9% | $4,645-12.5% |