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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 | $73,787+19.6% | $98,716-10.6% | $82,448+7.1% |
| Participation rate | 77.1% | 61.4%+15.7pp | 69.3%+7.8pp | 68.1%+9.1pp |
| Annual return | 17.00% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,625 | $1,511+139.9% | $2,279+59.1% | $2,551+42.1% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,013 | $6,500-69.0% | $8,703-76.9% | $7,234-72.2% |