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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 | $70,079 | $87,834-20.2% | $133,975-47.7% | $62,881+11.4% |
| Participation rate | 96.9% | 83.4%+13.5pp | 87.1%+9.8pp | 69.3%+27.6pp |
| Annual return | 12.57% | 12.05%+0.5pp | 29.29%-16.7pp | 20.14%-7.6pp |
| Employer contribution / active EE | $4,125 | $3,482+18.5% | $5,211-20.8% | $2,281+80.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,623 | $5,372-13.9% | $9,324-50.4% | $4,296+7.6% |