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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 | $94,057 | $49,025+91.9% | $87,502+7.5% | $62,881+49.6% |
| Participation rate | 96.0% | 64.9%+31.1pp | 73.8%+22.2pp | 69.3%+26.7pp |
| Annual return | 12.79% | 10.02%+2.8pp | 12.21%+0.6pp | 20.14%-7.4pp |
| Employer contribution / active EE | $4,000 | $1,372+191.6% | $2,550+56.9% | $2,281+75.4% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $884 | $4,065-78.2% | $4,221-79.0% | $4,296-79.4% |