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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 | $143,433 | $73,981+93.9% | $105,754+35.6% | $62,881+128.1% |
| Participation rate | 92.9% | 71.7%+21.2pp | 78.9%+13.9pp | 69.3%+23.6pp |
| Annual return | 5.67% | 17.60%-11.9pp | 12.25%-6.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,954 | $2,856+73.4% | $4,079+21.4% | $2,281+117.2% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $21,193 | $5,976+254.6% | $8,309+155.1% | $4,296+393.4% |