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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 | $51,939 | $185,312-72.0% | $161,489-67.8% | $154,746-66.4% |
| Participation rate | 86.4% | 82.5%+3.9pp | 78.7%+7.7pp | 80.7%+5.7pp |
| Annual return | 14.43% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $5,455 | $4,769+14.4% | $4,268+27.8% | $4,379+24.6% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,082 | $18,654-88.8% | $16,006-87.0% | $14,365-85.5% |