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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 | $53,586 | $67,602-20.7% | $82,312-34.9% | $70,126-23.6% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 16.05% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $7,321 | $1,755+317.2% | $2,428+201.5% | $2,343+212.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,698 | $4,512+159.3% | $5,608+108.6% | $4,645+151.8% |