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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 | $121,847 | $64,719+88.3% | $112,249+8.6% | $68,486+77.9% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | 5.57% | -11.40%+17.0pp | 27.48%-21.9pp | -7.85%+13.4pp |
| Employer contribution / active EE | $21,467 | $2,747+681.5% | $3,636+490.4% | $2,597+726.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,011 | $5,232-61.6% | $6,412-68.6% | $5,404-62.8% |