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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 | $73,447 | $52,580+39.7% | $71,671+2.5% | $70,124+4.7% |
| Participation rate | 95.7% | 60.9%+34.9pp | 68.7%+27.0pp | 69.5%+26.2pp |
| Annual return | 22.54% | 20.25%+2.3pp | 20.65%+1.9pp | 73.14%-50.6pp |
| Employer contribution / active EE | $8,007 | $1,616+395.5% | $2,460+225.5% | $2,342+241.8% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,095 | $3,653-42.6% | $5,558-62.3% | $4,645-54.9% |