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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 | $134,633 | $89,367+50.7% | $141,191-4.6% | $72,975+84.5% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.1pp | 69.5%+17.0pp |
| Annual return | 27.77% | 111.87%-84.1pp | 71.41%-43.6pp | 81.01%-53.2pp |
| Employer contribution / active EE | $10,709 | $3,115+243.8% | $4,736+126.1% | $2,440+338.9% |
| Participant deferral / active EE | $1,939 | $5,419-64.2% | $6,710-71.1% | $3,608-46.2% |
| Admin fee / account holder | $20,149 | $5,957+238.3% | $10,264+96.3% | $5,124+293.2% |