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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 | $107,343 | $56,544+89.8% | $75,501+42.2% | $70,126+53.1% |
| Participation rate | 94.8% | 68.1%+26.7pp | 72.4%+22.5pp | 69.5%+25.3pp |
| Annual return | 19.87% | 23.59%-3.7pp | 27.35%-7.5pp | 73.15%-53.3pp |
| Employer contribution / active EE | $4,220 | $1,817+132.3% | $2,352+79.4% | $2,343+80.1% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,148 | $3,827-70.0% | $5,801-80.2% | $4,645-75.3% |