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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 | $84,780 | $77,574+9.3% | $108,753-22.0% | $86,983-2.5% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 14.74% | 18.42%-3.7pp | 37.47%-22.7pp | 25.83%-11.1pp |
| Employer contribution / active EE | $3,077 | $1,611+91.0% | $2,427+26.8% | $2,584+19.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,649 | $6,529-44.1% | $10,320-64.6% | $7,856-53.6% |