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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 | $59,856 | $45,050+32.9% | $63,018-5.0% | $70,126-14.6% |
| Participation rate | 94.0% | 69.5%+24.5pp | 74.8%+19.2pp | 69.5%+24.5pp |
| Annual return | 104.23% | 18.76%+85.5pp | 87.62%+16.6pp | 73.15%+31.1pp |
| Employer contribution / active EE | $3,040 | $2,052+48.1% | $2,761+10.1% | $2,343+29.8% |
| Participant deferral / active EE | $468 | $2,466-81.0% | $3,330-85.9% | $3,332-85.9% |
| Admin fee / account holder | $2,520 | $2,834-11.1% | $3,601-30.0% | $4,645-45.8% |