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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 | $156,533 | $64,359+143.2% | $90,161+73.6% | $70,124+123.2% |
| Participation rate | 98.0% | 70.4%+27.6pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 16.79% | 28.13%-11.3pp | 34.89%-18.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,586 | $2,046+124.2% | $3,318+38.2% | $2,342+95.8% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,668 | $3,945+43.7% | $5,943-4.6% | $4,645+22.0% |