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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 | $231,104 | $71,878+221.5% | $86,698+166.6% | $68,486+237.4% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.1pp |
| Annual return | 2.53% | 3.53%-1.0pp | 35.95%-33.4pp | -7.85%+10.4pp |
| Employer contribution / active EE | $7,843 | $2,173+260.9% | $2,837+176.5% | $2,597+202.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,798 | $6,113-5.2% | $7,493-22.6% | $5,404+7.3% |