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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 | $73,061 | $139,421-47.6% | $239,577-69.5% | $116,462-37.3% |
| Participation rate | 95.6% | 75.0%+20.6pp | 82.1%+13.5pp | 74.7%+20.9pp |
| Annual return | 12.96% | 15.58%-2.6pp | -0.70%+13.7pp | 15.65%-2.7pp |
| Employer contribution / active EE | $9,217 | $4,487+105.4% | $7,232+27.4% | $3,231+185.2% |
| Participant deferral / active EE | $0 | $4,296-100.0% | $5,676-100.0% | $3,836-100.0% |
| Admin fee / account holder | $13,013 | $21,515-39.5% | $19,315-32.6% | $12,754+2.0% |