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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 | $56,520 | $54,541+3.6% | $78,778-28.3% | $70,126-19.4% |
| Participation rate | 97.5% | 60.8%+36.7pp | 69.2%+28.3pp | 69.5%+28.0pp |
| Annual return | 12.51% | 21.07%-8.6pp | 35.62%-23.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $3,096 | $1,089+184.4% | $1,986+55.9% | $2,343+32.2% |
| Participant deferral / active EE | $107 | $2,210-95.2% | $2,958-96.4% | $3,332-96.8% |
| Admin fee / account holder | $7,001 | $3,709+88.8% | $5,134+36.4% | $4,645+50.7% |