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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 | $86,919-4.0% | $102,457-18.6% | $80,911+3.1% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 10.98% | 18.90%-7.9pp | 29.41%-18.4pp | 35.63%-24.7pp |
| Employer contribution / active EE | $10,777 | $2,368+355.1% | $3,022+256.6% | $2,756+291.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,075 | $8,049-24.5% | $9,451-35.7% | $6,935-12.4% |