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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 | $89,089 | $87,132+2.2% | $105,624-15.7% | $80,959+10.0% |
| Participation rate | 93.8% | 70.4%+23.4pp | 75.3%+18.6pp | 67.7%+26.2pp |
| Annual return | 12.28% | 17.03%-4.8pp | 116.20%-103.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $5,317 | $2,397+121.8% | $3,168+67.9% | $2,757+92.9% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,208 | $8,449-2.8% | $10,961-25.1% | $6,925+18.5% |