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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 | $241,365 | $67,602+257.0% | $82,312+193.2% | $70,126+244.2% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 13.57% | 21.57%-8.0pp | 25.88%-12.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $19,553 | $1,755+1014.1% | $2,428+705.2% | $2,343+734.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,774 | $4,512-60.7% | $5,608-68.4% | $4,645-61.8% |