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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 | $50,178 | $45,043+11.4% | $63,005-20.4% | $70,124-28.4% |
| Participation rate | 97.3% | 69.5%+27.8pp | 74.8%+22.5pp | 69.5%+27.8pp |
| Annual return | 11.97% | 18.76%-6.8pp | 87.59%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $6,706 | $2,052+226.8% | $2,760+142.9% | $2,342+186.3% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,658 | $2,833-41.5% | $3,599-53.9% | $4,645-64.3% |