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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 | $132,206 | $123,793+6.8% | $177,848-25.7% | $79,856+65.6% |
| Participation rate | 87.2% | 84.7%+2.5pp | 87.7%-0.5pp | 69.6%+17.5pp |
| Annual return | 15.77% | 22.82%-7.0pp | 48.33%-32.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $11,789 | $4,095+187.9% | $5,919+99.2% | $2,471+377.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,401 | $7,243-39.2% | $12,431-64.6% | $5,306-17.1% |