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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 | $75,795 | $87,166-13.0% | $76,735-1.2% | $137,256-44.8% |
| Participation rate | 95.2% | 74.4%+20.9pp | 69.5%+25.7pp | 80.0%+15.3pp |
| Annual return | 12.92% | 26.50%-13.6pp | 29.77%-16.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,762 | $2,904+64.0% | $2,454+94.0% | $4,156+14.6% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,061 | $8,403-27.9% | $7,189-15.7% | $12,270-50.6% |