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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 | $124,494 | $109,620+13.6% | $148,496-16.2% | $94,015+32.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 17.88% | 17.54%+0.3pp | 12.33%+5.6pp | 17.84%0pp |
| Employer contribution / active EE | $3,926 | $2,618+49.9% | $3,497+12.2% | $2,790+40.7% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,079 | $10,050-69.4% | $19,547-84.2% | $8,951-65.6% |