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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 | $165,195 | $183,627-10.0% | $155,602+6.2% | $145,978+13.2% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 11.79% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $11,905 | $5,316+123.9% | $4,675+154.6% | $4,662+155.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,219 | $19,327-88.5% | $15,923-86.1% | $13,400-83.4% |