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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 | $51,171 | $48,364+5.8% | $71,796-28.7% | $62,881-18.6% |
| Participation rate | 97.8% | 60.6%+37.2pp | 69.1%+28.7pp | 69.3%+28.5pp |
| Annual return | 8.16% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,903 | $1,042+178.6% | $1,924+50.8% | $2,281+27.3% |
| Participant deferral / active EE | $97 | $2,091-95.4% | $2,794-96.5% | $3,203-97.0% |
| Admin fee / account holder | $11,144 | $3,771+195.5% | $4,815+131.4% | $4,296+159.4% |