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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 | $79,779 | $61,660+29.4% | $80,022-0.3% | $64,173+24.3% |
| Participation rate | 98.4% | 71.7%+26.7pp | 75.8%+22.6pp | 69.6%+28.8pp |
| Annual return | 10.12% | -0.33%+10.4pp | 11.22%-1.1pp | 7.63%+2.5pp |
| Employer contribution / active EE | $9,029 | $1,810+398.7% | $2,468+265.8% | $2,381+279.2% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,379 | $5,417-19.2% | $6,521-32.8% | $4,887-10.4% |