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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 | $90,400+84.9% | $186,193-10.2% | $87,485+91.0% |
| Participation rate | 98.9% | 66.2%+32.7pp | 77.1%+21.8pp | 68.9%+29.9pp |
| Annual return | 14.59% | 22.15%-7.6pp | 78.03%-63.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $6,055 | $2,170+179.0% | $3,918+54.5% | $2,596+133.2% |
| Participant deferral / active EE | $0 | $4,330-100.0% | $6,513-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,256 | $8,673-50.9% | $11,058-61.5% | $7,775-45.3% |