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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 | $85,182 | $48,078+77.2% | $78,676+8.3% | $62,881+35.5% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.6%+23.5pp | 69.3%+27.8pp |
| Annual return | 6.61% | 31.36%-24.7pp | 62.19%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $8,264 | $2,015+310.2% | $2,850+189.9% | $2,281+262.3% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,150 | $3,206-32.9% | $4,510-52.3% | $4,296-49.9% |