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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 | $171,725 | $71,878+138.9% | $86,698+98.1% | $68,486+150.7% |
| Participation rate | 98.4% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | 2.72% | 3.53%-0.8pp | 35.95%-33.2pp | -7.85%+10.6pp |
| Employer contribution / active EE | $5,111 | $2,173+135.2% | $2,837+80.2% | $2,597+96.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,795 | $6,113-21.6% | $7,493-36.0% | $5,404-11.3% |