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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 | $75,063 | $43,483+72.6% | $54,726+37.2% | $64,173+17.0% |
| Participation rate | 92.3% | 72.2%+20.2pp | 79.1%+13.2pp | 69.6%+22.7pp |
| Annual return | 11.08% | -1.03%+12.1pp | -4.56%+15.6pp | 7.63%+3.4pp |
| Employer contribution / active EE | $4,781 | $2,632+81.7% | $3,449+38.6% | $2,381+100.8% |
| Participant deferral / active EE | $0 | $3,102-100.0% | $3,953-100.0% | $3,470-100.0% |
| Admin fee / account holder | $21,418 | $4,250+404.0% | $3,818+461.0% | $4,887+338.2% |