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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 | $151,062 | $79,557+89.9% | $118,746+27.2% | $70,126+115.4% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.3%+17.7pp | 69.5%+26.5pp |
| Annual return | 16.26% | 25.64%-9.4pp | 24.54%-8.3pp | 73.15%-56.9pp |
| Employer contribution / active EE | $5,338 | $2,861+86.6% | $4,193+27.3% | $2,343+127.9% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,647 | $5,374+172.5% | $10,720+36.6% | $4,645+215.3% |