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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 | $80,463 | $63,114+27.5% | $92,903-13.4% | $65,185+23.4% |
| Participation rate | 94.0% | 68.8%+25.2pp | 76.0%+18.0pp | 70.2%+23.8pp |
| Annual return | 38.68% | 28.75%+9.9pp | 109.43%-70.7pp | 29.38%+9.3pp |
| Employer contribution / active EE | $4,062 | $2,571+58.0% | $3,653+11.2% | $2,177+86.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1,588 | $624+154.6% | $5,795-72.6% | $847+87.4% |