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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 | $217,633 | $67,602+221.9% | $82,312+164.4% | $70,126+210.3% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.9%+21.5pp | 69.5%+28.8pp |
| Annual return | 16.65% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $4,010 | $1,755+128.5% | $2,428+65.1% | $2,343+71.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,319 | $4,512+17.9% | $5,608-5.2% | $4,645+14.5% |