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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 | $83,442 | $86,940-4.0% | $102,434-18.5% | $80,935+3.1% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.1pp |
| Annual return | 10.98% | 18.89%-7.9pp | 29.46%-18.5pp | 35.66%-24.7pp |
| Employer contribution / active EE | $10,777 | $2,370+354.8% | $3,023+256.5% | $2,757+290.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,075 | $8,047-24.5% | $9,462-35.8% | $6,924-12.3% |