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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 | $199,564 | $87,834+127.2% | $133,975+49.0% | $62,881+217.4% |
| Participation rate | 89.3% | 83.4%+5.9pp | 87.1%+2.2pp | 69.3%+20.0pp |
| Annual return | 7.23% | 12.05%-4.8pp | 29.29%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $24,135 | $3,482+593.1% | $5,211+363.1% | $2,281+958.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,551 | $5,372+3.3% | $9,324-40.5% | $4,296+29.2% |