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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 | $222,103 | $95,453+132.7% | $112,040+98.2% | $82,448+169.4% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.5%+21.1pp | 68.1%+29.5pp |
| Annual return | 21.03% | 23.92%-2.9pp | 24.52%-3.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $4,030 | $2,318+73.9% | $2,954+36.4% | $2,551+58.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,674 | $9,013-48.1% | $12,098-61.4% | $7,234-35.4% |