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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 | $81,476+7.9% | $102,383-14.1% | $80,925+8.6% |
| Participation rate | 96.9% | 66.8%+30.1pp | 74.5%+22.4pp | 67.7%+29.3pp |
| Annual return | 53.66% | 25.59%+28.1pp | 24.94%+28.7pp | 35.65%+18.0pp |
| Employer contribution / active EE | $7,692 | $3,105+147.8% | $3,870+98.8% | $2,756+179.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,945 | $6,717-71.0% | $8,391-76.8% | $6,940-72.0% |