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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 | $81,025 | $63,082+28.4% | $81,726-0.9% | $79,856+1.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.64% | 22.66%-9.0pp | 29.49%-15.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $5,762 | $1,795+220.9% | $4,311+33.7% | $2,471+133.2% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,537 | $4,428+137.9% | $5,160+104.2% | $5,306+98.6% |