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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 | $121,236 | $108,825+11.4% | $156,181-22.4% | $82,448+47.0% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 13.31% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $9,124 | $2,870+217.9% | $4,294+112.5% | $2,551+257.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,362 | $9,341-53.3% | $14,586-70.1% | $7,234-39.7% |