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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 | $143,690 | $41,981+242.3% | $63,412+126.6% | $59,633+141.0% |
| Participation rate | 94.6% | 60.3%+34.3pp | 67.1%+27.5pp | 68.7%+25.9pp |
| Annual return | 9.25% | 13.04%-3.8pp | 4.04%+5.2pp | 2041.45%-2032.2pp |
| Employer contribution / active EE | $3,967 | $1,287+208.1% | $1,814+118.7% | $2,203+80.1% |
| Participant deferral / active EE | $0 | $2,002-100.0% | $2,496-100.0% | $3,192-100.0% |
| Admin fee / account holder | $19,204 | $3,509+447.2% | $3,753+411.7% | $4,297+346.9% |