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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 | $81,358-33.8% | $155,556-65.4% | $80,959-33.5% |
| Participation rate | 74.3% | 66.3%+8.0pp | 78.2%-3.9pp | 67.7%+6.6pp |
| Annual return | 23.20% | 33.39%-10.2pp | 64.84%-41.6pp | 35.67%-12.5pp |
| Employer contribution / active EE | $5,740 | $3,106+84.8% | $4,675+22.8% | $2,757+108.2% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,590 | $7,994-42.6% | $15,885-71.1% | $6,925-33.7% |