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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 | $88,659 | $67,606+31.1% | $82,313+7.7% | $70,124+26.4% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 14.38% | 21.57%-7.2pp | 25.88%-11.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,117 | $1,755+20.6% | $2,428-12.8% | $2,342-9.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,683 | $4,512-18.4% | $5,608-34.3% | $4,645-20.7% |