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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 | $104,301 | $81,457+28.0% | $103,378+0.9% | $80,911+28.9% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 17.75% | 25.58%-7.8pp | 24.91%-7.2pp | 35.63%-17.9pp |
| Employer contribution / active EE | $10,336 | $3,107+232.6% | $3,870+167.1% | $2,756+275.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,061 | $6,717+79.6% | $8,401+43.6% | $6,935+73.9% |