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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 | $121,236 | $114,712+5.7% | $173,730-30.2% | $87,485+38.6% |
| Participation rate | 97.2% | 73.0%+24.2pp | 79.6%+17.7pp | 68.9%+28.3pp |
| Annual return | 13.31% | 20.18%-6.9pp | 19.96%-6.6pp | 26.06%-12.7pp |
| Employer contribution / active EE | $9,124 | $2,904+214.2% | $4,577+99.3% | $2,596+251.5% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,362 | $10,210-57.3% | $17,523-75.1% | $7,775-43.9% |