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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 | $235,041 | $91,474+156.9% | $135,982+72.8% | $71,529+228.6% |
| Participation rate | 89.8% | 75.7%+14.1pp | 81.9%+7.9pp | 67.9%+21.9pp |
| Annual return | 23.56% | 29.89%-6.3pp | 68.32%-44.8pp | 28.97%-5.4pp |
| Employer contribution / active EE | $6,550 | $3,705+76.8% | $4,859+34.8% | $2,590+152.9% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $28,338 | $1,267+2136.2% | $10,767+163.2% | $1,588+1684.0% |