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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 | $225,722 | $146,267+54.3% | $197,124+14.5% | $82,448+173.8% |
| Participation rate | 96.7% | 84.0%+12.7pp | 86.7%+10.0pp | 68.1%+28.6pp |
| Annual return | 18.96% | 29.61%-10.7pp | 44.34%-25.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,380 | $4,723-49.6% | $6,227-61.8% | $2,551-6.7% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,630 | $14,422-67.9% | $16,298-71.6% | $7,234-36.0% |