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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 | $74,361 | $185,141-59.8% | $153,416-51.5% | $155,188-52.1% |
| Participation rate | 83.3% | 79.9%+3.4pp | 74.3%+9.0pp | 80.8%+2.5pp |
| Annual return | 8.79% | 18.72%-9.9pp | 17.84%-9.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $3,333 | $4,489-25.8% | $3,764-11.4% | $4,248-21.5% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $24,181 | $16,005+51.1% | $13,095+84.7% | $14,480+67.0% |