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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 | $71,451 | $72,492-1.4% | $87,104-18.0% | $72,975-2.1% |
| Participation rate | 79.0% | 72.8%+6.2pp | 76.9%+2.2pp | 69.5%+9.5pp |
| Annual return | 37.31% | 24.46%+12.9pp | 28.19%+9.1pp | 81.01%-43.7pp |
| Employer contribution / active EE | $4,839 | $1,894+155.5% | $2,521+91.9% | $2,440+98.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,091 | $5,055+20.5% | $7,491-18.7% | $5,124+18.9% |