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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 | $72,471+35.2% | $94,215+4.0% | $86,983+12.6% |
| Participation rate | 96.8% | 63.9%+32.9pp | 70.0%+26.8pp | 69.5%+27.2pp |
| Annual return | 44.16% | 26.44%+17.7pp | 28.22%+15.9pp | 25.83%+18.3pp |
| Employer contribution / active EE | $5,938 | $1,936+206.7% | $2,675+122.0% | $2,584+129.7% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,897 | $6,468-70.7% | $10,216-81.4% | $7,856-75.9% |