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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 | $52,006 | $86,940-40.2% | $102,434-49.2% | $80,935-35.7% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.7%+29.5pp |
| Annual return | 14.34% | 18.89%-4.6pp | 29.46%-15.1pp | 35.66%-21.3pp |
| Employer contribution / active EE | $3,918 | $2,370+65.3% | $3,023+29.6% | $2,757+42.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,383 | $8,047-45.5% | $9,462-53.7% | $6,924-36.7% |