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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 | $103,850 | $77,523+34.0% | $100,383+3.5% | $80,874+28.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.97% | 37.21%-23.2pp | 49.26%-35.3pp | 35.62%-21.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,323 | $6,822-66.0% | $8,086-71.3% | $4,297-45.9% |
| Admin fee / account holder | $11,300 | $5,899+91.6% | $7,900+43.0% | $6,935+62.9% |