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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 | $82,058 | $56,544+45.1% | $75,501+8.7% | $70,126+17.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 14.30% | 23.59%-9.3pp | 27.35%-13.1pp | 73.15%-58.9pp |
| Employer contribution / active EE | $5,761 | $1,817+217.1% | $2,352+145.0% | $2,343+145.9% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,043 | $3,827+31.8% | $5,801-13.1% | $4,645+8.6% |