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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 | $72,006 | $71,197+1.1% | $93,669-23.1% | $80,925-11.0% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.7%+26.3pp |
| Annual return | 11.91% | 11.27%+0.6pp | 133.59%-121.7pp | 35.65%-23.7pp |
| Employer contribution / active EE | $5,026 | $1,565+221.2% | $2,424+107.4% | $2,756+82.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,802 | $6,959-74.1% | $8,291-78.3% | $6,940-74.0% |