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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 | $56,629 | $48,078+17.8% | $78,676-28.0% | $62,881-9.9% |
| Participation rate | 85.7% | 65.2%+20.5pp | 73.6%+12.1pp | 69.3%+16.4pp |
| Annual return | 8.70% | 31.36%-22.7pp | 62.19%-53.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,319 | $2,015+114.4% | $2,850+51.6% | $2,281+89.4% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,174 | $3,206-32.2% | $4,510-51.8% | $4,296-49.4% |