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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 | $53,378 | $48,078+11.0% | $78,676-32.2% | $62,881-15.1% |
| Participation rate | 98.6% | 65.2%+33.3pp | 73.6%+25.0pp | 69.3%+29.2pp |
| Annual return | 10.97% | 31.36%-20.4pp | 62.19%-51.2pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,360 | $2,015+17.1% | $2,850-17.2% | $2,281+3.5% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,563 | $3,206+42.3% | $4,510+1.2% | $4,296+6.2% |