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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 | $53,850 | $81,276-33.7% | $155,574-65.4% | $80,925-33.5% |
| Participation rate | 74.3% | 66.2%+8.0pp | 78.2%-3.9pp | 67.7%+6.6pp |
| Annual return | 23.20% | 33.36%-10.2pp | 64.87%-41.7pp | 35.65%-12.5pp |
| Employer contribution / active EE | $5,740 | $3,103+85.0% | $4,676+22.8% | $2,756+108.3% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,590 | $7,993-42.6% | $15,914-71.2% | $6,940-33.9% |