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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 | $185,732 | $55,684+233.5% | $75,900+144.7% | $72,976+154.5% |
| Participation rate | 95.7% | 61.1%+34.6pp | 69.3%+26.5pp | 69.5%+26.3pp |
| Annual return | 20.18% | 27.60%-7.4pp | 30.73%-10.5pp | 81.02%-60.8pp |
| Employer contribution / active EE | $8,773 | $1,687+420.1% | $2,501+250.8% | $2,440+259.6% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,941 | $3,981+300.4% | $5,421+194.1% | $5,124+211.1% |