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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 | $103,286 | $60,349+71.1% | $74,184+39.2% | $62,881+64.3% |
| Participation rate | 91.0% | 72.7%+18.3pp | 76.6%+14.4pp | 69.3%+21.7pp |
| Annual return | 7.30% | 21.38%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,775 | $1,680+124.6% | $2,370+59.3% | $2,281+65.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,420 | $4,261-43.2% | $5,586-56.7% | $4,296-43.7% |