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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 | $203,474 | $81,504+149.7% | $102,437+98.6% | $80,959+151.3% |
| Participation rate | 98.7% | 66.9%+31.8pp | 74.5%+24.2pp | 67.7%+31.0pp |
| Annual return | 12.31% | 25.60%-13.3pp | 24.95%-12.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $4,302 | $3,104+38.6% | $3,871+11.1% | $2,757+56.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,353 | $6,719-79.9% | $8,388-83.9% | $6,925-80.5% |