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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 | $244,086 | $63,710+283.1% | $366,691-33.4% | $63,710+283.1% |
| Participation rate | 95.5% | 75.2%+20.3pp | 89.1%+6.3pp | 75.2%+20.3pp |
| Annual return | 5.93% | 3.90%+2.0pp | 4.33%+1.6pp | 3.90%+2.0pp |
| Employer contribution / active EE | $1,902 | $6,662-71.5% | $20,650-90.8% | $6,662-71.5% |
| Participant deferral / active EE | $2,660 | $2,030+31.0% | $10,692-75.1% | $2,030+31.0% |
| Admin fee / account holder | $14,689 | $2,967+395.1% | $27,257-46.1% | $2,967+395.1% |