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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 | $189,052 | $64,706+192.2% | $112,244+68.4% | $68,498+176.0% |
| Participation rate | 98.6% | 67.1%+31.5pp | 75.1%+23.6pp | 67.9%+30.7pp |
| Annual return | 5.36% | -11.40%+16.8pp | 27.46%-22.1pp | -7.84%+13.2pp |
| Employer contribution / active EE | $5,637 | $2,746+105.3% | $3,635+55.1% | $2,596+117.1% |
| Participant deferral / active EE | $851 | $3,565-76.1% | $4,728-82.0% | $4,027-78.9% |
| Admin fee / account holder | $3,898 | $5,231-25.5% | $6,411-39.2% | $5,403-27.9% |