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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 | $241,485 | $100,060+141.3% | $149,721+61.3% | $70,126+244.4% |
| Participation rate | 85.0% | 83.6%+1.4pp | 87.1%-2.1pp | 69.5%+15.5pp |
| Annual return | 14.89% | 27.46%-12.6pp | 1501.67%-1486.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $23,689 | $3,661+547.1% | $5,444+335.1% | $2,343+911.3% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,178 | $8,285-1.3% | $11,282-27.5% | $4,645+76.0% |