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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 | $68,415 | $48,364+41.5% | $71,796-4.7% | $62,881+8.8% |
| Participation rate | 96.6% | 60.6%+35.9pp | 69.1%+27.4pp | 69.3%+27.2pp |
| Annual return | 5.85% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $5,262 | $1,042+405.1% | $1,924+173.4% | $2,281+130.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $885 | $3,771-76.5% | $4,815-81.6% | $4,296-79.4% |