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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 | $87,911 | $81,446+7.9% | $103,374-15.0% | $80,874+8.7% |
| Participation rate | 96.9% | 66.9%+30.1pp | 74.5%+22.4pp | 67.6%+29.3pp |
| Annual return | 53.66% | 25.57%+28.1pp | 24.89%+28.8pp | 35.62%+18.0pp |
| Employer contribution / active EE | $7,692 | $3,107+147.6% | $3,869+98.8% | $2,756+179.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,945 | $6,715-71.0% | $8,394-76.8% | $6,935-72.0% |