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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 | $102,623 | $107,809-4.8% | $97,032+5.8% | $155,188-33.9% |
| Participation rate | 89.5% | 75.5%+14.0pp | 71.6%+17.9pp | 80.8%+8.7pp |
| Annual return | 10.18% | 38.06%-27.9pp | 35.38%-25.2pp | 148.84%-138.7pp |
| Employer contribution / active EE | $2,632 | $2,911-9.6% | $2,629+0.1% | $4,248-38.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,307 | $10,717+42.8% | $9,418+62.5% | $14,480+5.7% |