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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 | $108,825+126.2% | $156,181+57.6% | $82,448+198.6% |
| Participation rate | 96.0% | 72.4%+23.6pp | 78.8%+17.2pp | 68.1%+27.9pp |
| Annual return | 13.93% | 20.59%-6.7pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $7,541 | $2,870+162.8% | $4,294+75.6% | $2,551+195.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,454 | $9,341+33.3% | $14,586-14.6% | $7,234+72.1% |