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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 | $60,029 | $73,981-18.9% | $105,754-43.2% | $62,881-4.5% |
| Participation rate | 96.4% | 71.7%+24.7pp | 78.9%+17.5pp | 69.3%+27.1pp |
| Annual return | 5.22% | 17.60%-12.4pp | 12.25%-7.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $7,428 | $2,856+160.1% | $4,079+82.1% | $2,281+225.7% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,880 | $5,976-18.4% | $8,309-41.3% | $4,296+13.6% |