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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 | $217,602 | $77,817+179.6% | $123,553+76.1% | $64,173+239.1% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | 31.19% | 12.49%+18.7pp | 119.21%-88.0pp | 7.63%+23.6pp |
| Employer contribution / active EE | $9,551 | $3,014+216.9% | $4,628+106.4% | $2,381+301.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,295 | $5,519-22.2% | $9,284-53.7% | $4,887-12.1% |