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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 | $58,627+67.1% | $76,735+27.7% | $82,448+18.8% |
| Participation rate | 96.8% | 63.2%+33.6pp | 69.5%+27.3pp | 68.1%+28.7pp |
| Annual return | 44.16% | 39.10%+5.1pp | 29.77%+14.4pp | 41.64%+2.5pp |
| Employer contribution / active EE | $5,938 | $1,729+243.4% | $2,454+141.9% | $2,551+132.8% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,897 | $5,323-64.4% | $7,189-73.6% | $7,234-73.8% |