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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 | $127,680 | $67,411+89.4% | $91,004+40.3% | $70,126+82.1% |
| Participation rate | 98.5% | 71.4%+27.1pp | 75.6%+22.9pp | 69.5%+28.9pp |
| Annual return | 15.39% | -40.16%+55.6pp | 4.60%+10.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $7,692 | $1,786+330.7% | $2,456+213.2% | $2,343+228.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,568 | $4,236+7.8% | $5,417-15.7% | $4,645-1.7% |