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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 | $246,150 | $114,712+114.6% | $173,730+41.7% | $87,485+181.4% |
| Participation rate | 96.0% | 73.0%+23.0pp | 79.6%+16.4pp | 68.9%+27.1pp |
| Annual return | 13.93% | 20.18%-6.3pp | 19.96%-6.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $7,541 | $2,904+159.7% | $4,577+64.7% | $2,596+190.5% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $12,454 | $10,210+22.0% | $17,523-28.9% | $7,775+60.2% |