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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 | $181,576 | $78,015+132.7% | $178,505+1.7% | $80,959+124.3% |
| Participation rate | 96.4% | 65.7%+30.8pp | 77.1%+19.3pp | 67.7%+28.8pp |
| Annual return | 13.93% | 18.10%-4.2pp | 27.16%-13.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $15,149 | $2,281+564.0% | $3,955+283.0% | $2,757+449.4% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,253 | $7,160-82.5% | $10,428-88.0% | $6,925-81.9% |