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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 | $111,186 | $97,550+14.0% | $120,344-7.6% | $87,485+27.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 15.58% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,885 | $2,291+25.9% | $3,020-4.5% | $2,596+11.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,830 | $9,543-59.9% | $12,742-69.9% | $7,775-50.7% |