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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 | $98,373 | $48,235+103.9% | $68,803+43.0% | $68,490+43.6% |
| Participation rate | 93.0% | 60.7%+32.3pp | 69.0%+24.0pp | 67.9%+25.1pp |
| Annual return | 31.73% | -12.70%+44.4pp | -6.37%+38.1pp | -7.85%+39.6pp |
| Employer contribution / active EE | $4,509 | $1,829+146.6% | $2,656+69.8% | $2,597+73.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,292 | $4,361-47.5% | $4,936-53.6% | $5,403-57.6% |