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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 | $102,870 | $64,719+58.9% | $112,249-8.4% | $68,486+50.2% |
| Participation rate | 98.1% | 67.2%+31.0pp | 75.1%+23.1pp | 67.9%+30.2pp |
| Annual return | 24.72% | -11.40%+36.1pp | 27.48%-2.8pp | -7.85%+32.6pp |
| Employer contribution / active EE | $6,919 | $2,747+151.9% | $3,636+90.3% | $2,597+166.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,929 | $5,232+51.5% | $6,412+23.6% | $5,404+46.7% |