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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 | $153,858 | $105,623+45.7% | $87,502+75.8% | $273,972-43.8% |
| Participation rate | 88.9% | 78.2%+10.7pp | 73.8%+15.1pp | 83.0%+5.9pp |
| Annual return | 5.64% | 12.26%-6.6pp | 12.21%-6.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $6,667 | $3,141+112.3% | $2,550+161.5% | $4,869+36.9% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $854 | $4,781-82.1% | $4,221-79.8% | $10,133-91.6% |