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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 | $71,208+1.1% | $93,681-23.1% | $80,911-11.0% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.6%+26.3pp |
| Annual return | 11.91% | 11.27%+0.6pp | 133.47%-121.6pp | 35.63%-23.7pp |
| Employer contribution / active EE | $5,026 | $1,564+221.3% | $2,422+107.5% | $2,756+82.4% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,802 | $6,951-74.1% | $8,290-78.3% | $6,935-74.0% |