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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 | $87,890 | $67,606+30.0% | $82,313+6.8% | $70,131+25.3% |
| Participation rate | 95.9% | 72.8%+23.1pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 15.37% | 21.57%-6.2pp | 25.88%-10.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,370 | $1,755-21.9% | $2,428-43.6% | $2,342-41.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $664 | $4,512-85.3% | $5,608-88.2% | $4,645-85.7% |