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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 | $201,360 | $127,387+58.1% | $115,038+75.0% | $125,389+60.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 3.25% | 31.28%-28.0pp | 26.14%-22.9pp | 282.24%-279.0pp |
| Employer contribution / active EE | $11,562 | $5,166+123.8% | $4,608+150.9% | $4,866+137.6% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,322 | $9,516-86.1% | $8,175-83.8% | $9,541-86.1% |