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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 | $101,282 | $71,873+40.9% | $86,698+16.8% | $68,490+47.9% |
| Participation rate | 95.4% | 72.2%+23.1pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | 5.07% | 3.54%+1.5pp | 35.96%-30.9pp | -7.85%+12.9pp |
| Employer contribution / active EE | $24,619 | $2,173+1032.8% | $2,837+767.9% | $2,597+848.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,030 | $6,110-17.7% | $7,492-32.9% | $5,403-6.9% |