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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 | $127,333 | $114,712+11.0% | $173,730-26.7% | $87,485+45.5% |
| Participation rate | 98.1% | 73.0%+25.1pp | 79.6%+18.5pp | 68.9%+29.2pp |
| Annual return | 27.53% | 20.18%+7.4pp | 19.96%+7.6pp | 26.06%+1.5pp |
| Employer contribution / active EE | $3,170 | $2,904+9.2% | $4,577-30.7% | $2,596+22.1% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,369 | $10,210+1.6% | $17,523-40.8% | $7,775+33.4% |