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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 | $111,869 | $57,828+93.5% | $117,039-4.4% | $70,124+59.5% |
| Participation rate | 81.3% | 67.1%+14.1pp | 77.2%+4.1pp | 69.5%+11.7pp |
| Annual return | 16.20% | 17.55%-1.3pp | 18.95%-2.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,063 | $1,816+13.6% | $3,785-45.5% | $2,342-12.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,629 | $3,548+143.2% | $5,974+44.4% | $4,645+85.8% |