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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 | $88,269 | $83,898+5.2% | $133,346-33.8% | $94,015-6.1% |
| Participation rate | 77.1% | 63.4%+13.8pp | 72.8%+4.3pp | 70.8%+6.3pp |
| Annual return | 17.00% | 16.00%+1.0pp | 36.85%-19.8pp | 17.84%-0.8pp |
| Employer contribution / active EE | $3,625 | $1,821+99.1% | $2,853+27.1% | $2,790+29.9% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,013 | $7,809-74.2% | $14,264-85.9% | $8,951-77.5% |