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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 | $77,480 | $111,814-30.7% | $103,378-25.1% | $145,978-46.9% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 9.50% | 24.80%-15.3pp | 24.91%-15.4pp | 550.52%-541.0pp |
| Employer contribution / active EE | $5,263 | $4,215+24.9% | $3,870+36.0% | $4,662+12.9% |
| Participant deferral / active EE | $588 | $5,618-89.5% | $5,058-88.4% | $6,690-91.2% |
| Admin fee / account holder | $15,192 | $9,764+55.6% | $8,401+80.8% | $13,400+13.4% |