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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 | $242,072 | $138,385+74.9% | $184,200+31.4% | $80,874+199.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 48.87% | 20.02%+28.9pp | 28.80%+20.1pp | 35.62%+13.3pp |
| Employer contribution / active EE | $26,454 | $4,849+445.5% | $6,424+311.8% | $2,756+860.0% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,748 | $10,483-45.2% | $13,907-58.7% | $6,935-17.1% |