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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 | $122,121 | $72,404+68.7% | $110,243+10.8% | $64,173+90.3% |
| Participation rate | 92.7% | 73.3%+19.3pp | 79.8%+12.9pp | 69.6%+23.1pp |
| Annual return | 5.81% | -6.29%+12.1pp | 314.76%-308.9pp | 7.63%-1.8pp |
| Employer contribution / active EE | $4,878 | $2,282+113.8% | $3,827+27.5% | $2,381+104.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,986 | $5,664-47.3% | $8,548-65.1% | $4,887-38.9% |