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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 | $167,122 | $109,782+52.2% | $260,467-35.8% | $94,015+77.8% |
| Participation rate | 98.9% | 67.2%+31.7pp | 80.5%+18.4pp | 70.8%+28.1pp |
| Annual return | 14.59% | 18.60%-4.0pp | 100.60%-86.0pp | 17.84%-3.3pp |
| Employer contribution / active EE | $6,055 | $2,147+182.1% | $4,239+42.9% | $2,790+117.0% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $6,319-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,256 | $11,958-64.4% | $15,461-72.5% | $8,951-52.5% |