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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 | $107,450 | $81,504+31.8% | $102,437+4.9% | $80,959+32.7% |
| Participation rate | 94.6% | 66.9%+27.7pp | 74.5%+20.1pp | 67.7%+26.9pp |
| Annual return | 26.04% | 25.60%+0.4pp | 24.95%+1.1pp | 35.67%-9.6pp |
| Employer contribution / active EE | $9,087 | $3,104+192.8% | $3,871+134.8% | $2,757+229.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,016 | $6,719-70.0% | $8,388-76.0% | $6,925-70.9% |