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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 | $104,373 | $82,028+27.2% | $123,105-15.2% | $59,633+75.0% |
| Participation rate | 90.1% | 83.2%+6.9pp | 86.8%+3.3pp | 68.7%+21.4pp |
| Annual return | -0.48% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $5,956 | $3,297+80.7% | $5,151+15.6% | $2,203+170.4% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,480 | $5,879-23.8% | $9,014-50.3% | $4,297+4.3% |