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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 | $105,698 | $81,870+29.1% | $119,634-11.6% | $68,490+54.3% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | 16.58% | -23.82%+40.4pp | -14.98%+31.6pp | -7.85%+24.4pp |
| Employer contribution / active EE | $4,867 | $2,692+80.8% | $4,232+15.0% | $2,597+87.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,476 | $6,583-47.2% | $10,329-66.3% | $5,403-35.7% |