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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 | $81,446+149.8% | $103,374+96.8% | $80,874+151.6% |
| Participation rate | 98.7% | 66.9%+31.8pp | 74.5%+24.2pp | 67.6%+31.0pp |
| Annual return | 12.31% | 25.57%-13.3pp | 24.89%-12.6pp | 35.62%-23.3pp |
| Employer contribution / active EE | $4,302 | $3,107+38.4% | $3,869+11.2% | $2,756+56.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,353 | $6,715-79.8% | $8,394-83.9% | $6,935-80.5% |