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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 | $83,032 | $48,078+72.7% | $78,676+5.5% | $62,881+32.0% |
| Participation rate | 90.3% | 65.2%+25.1pp | 73.6%+16.8pp | 69.3%+21.0pp |
| Annual return | 7.51% | 31.36%-23.9pp | 62.19%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,001 | $2,015+49.0% | $2,850+5.3% | $2,281+31.6% |
| Participant deferral / active EE | $385 | $2,587-85.1% | $3,517-89.1% | $3,203-88.0% |
| Admin fee / account holder | $11,794 | $3,206+267.9% | $4,510+161.5% | $4,296+174.5% |