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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 | $95,072 | $71,873+32.3% | $86,698+9.7% | $68,490+38.8% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | 19.08% | 3.54%+15.5pp | 35.96%-16.9pp | -7.85%+26.9pp |
| Employer contribution / active EE | $3,585 | $2,173+65.0% | $2,837+26.4% | $2,597+38.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,921 | $6,110-68.6% | $7,492-74.4% | $5,403-64.4% |