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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 | $56,364 | $54,757+2.9% | $90,300-37.6% | $72,983-22.8% |
| Participation rate | 83.3% | 65.1%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 23.05% | 30.63%-7.6pp | 78.11%-55.1pp | 81.01%-58.0pp |
| Employer contribution / active EE | $4,270 | $2,092+104.1% | $2,854+49.6% | $2,440+75.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $835 | $3,972-79.0% | $5,353-84.4% | $5,124-83.7% |