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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 | $83,647 | $101,778-17.8% | $164,975-49.3% | $80,925+3.4% |
| Participation rate | 96.5% | 71.8%+24.7pp | 78.6%+17.9pp | 67.7%+28.9pp |
| Annual return | 45.90% | 16.73%+29.2pp | 70.12%-24.2pp | 35.65%+10.2pp |
| Employer contribution / active EE | $15,399 | $2,954+421.3% | $4,343+254.6% | $2,756+458.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,639 | $8,221-55.7% | $12,688-71.3% | $6,940-47.6% |