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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 | $97,968 | $69,444+41.1% | $92,985+5.4% | $87,485+12.0% |
| Participation rate | 96.8% | 63.3%+33.5pp | 69.5%+27.3pp | 68.9%+27.8pp |
| Annual return | 44.16% | 23.85%+20.3pp | 27.99%+16.2pp | 26.06%+18.1pp |
| Employer contribution / active EE | $5,938 | $1,917+209.7% | $2,662+123.0% | $2,596+128.7% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,897 | $6,137-69.1% | $9,463-80.0% | $7,775-75.6% |