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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 | $224,821 | $166,020+35.4% | $164,866+36.4% | $145,959+54.0% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.6%-0.3pp | 80.3%-2.0pp |
| Annual return | 12.46% | 100.08%-87.6pp | 69.97%-57.5pp | 561.95%-549.5pp |
| Employer contribution / active EE | $8,696 | $5,275+64.9% | $4,343+100.2% | $4,661+86.6% |
| Participant deferral / active EE | $1,168 | $6,961-83.2% | $6,033-80.6% | $6,689-82.5% |
| Admin fee / account holder | $2,377 | $16,644-85.7% | $12,689-81.3% | $13,398-82.3% |