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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 | $204,430 | $67,602+202.4% | $82,312+148.4% | $70,126+191.5% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 25.74% | 21.57%+4.2pp | 25.88%-0.1pp | 73.15%-47.4pp |
| Employer contribution / active EE | $3,873 | $1,755+120.7% | $2,428+59.5% | $2,343+65.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $20,089 | $4,512+345.3% | $5,608+258.2% | $4,645+332.4% |