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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 | $104,039 | $69,977+48.7% | $108,582-4.2% | $62,881+65.5% |
| Participation rate | 88.9% | 72.9%+16.0pp | 79.6%+9.3pp | 69.3%+19.6pp |
| Annual return | 38.05% | 10.73%+27.3pp | -51.70%+89.7pp | 20.14%+17.9pp |
| Employer contribution / active EE | $4,407 | $2,135+106.4% | $3,758+17.3% | $2,281+93.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,103 | $5,076-19.2% | $7,645-46.3% | $4,296-4.5% |