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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 | $79,291 | $72,177+9.9% | $115,038-31.1% | $59,633+33.0% |
| Participation rate | 96.8% | 72.6%+24.2pp | 81.4%+15.4pp | 68.7%+28.1pp |
| Annual return | 1.32% | 12.02%-10.7pp | 26.14%-24.8pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $7,139 | $2,841+151.2% | $4,608+54.9% | $2,203+224.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,339 | $4,927-11.9% | $8,175-46.9% | $4,297+1.0% |