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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 | $79,674 | $78,428+1.6% | $95,960-17.0% | $79,852-0.2% |
| Participation rate | 98.6% | 73.5%+25.1pp | 77.1%+21.5pp | 69.6%+28.9pp |
| Annual return | 15.67% | 19.37%-3.7pp | 91.63%-76.0pp | 31.72%-16.0pp |
| Employer contribution / active EE | $2,262 | $1,945+16.3% | $2,541-11.0% | $2,471-8.4% |
| Participant deferral / active EE | $1,435 | $3,440-58.3% | $4,167-65.6% | $3,740-61.6% |
| Admin fee / account holder | $4,771 | $5,622-15.1% | $6,797-29.8% | $5,306-10.1% |