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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 | $58,958 | $87,834-32.9% | $133,975-56.0% | $62,881-6.2% |
| Participation rate | 97.9% | 83.4%+14.5pp | 87.1%+10.9pp | 69.3%+28.6pp |
| Annual return | 16.48% | 12.05%+4.4pp | 29.29%-12.8pp | 20.14%-3.7pp |
| Employer contribution / active EE | $8,438 | $3,482+142.3% | $5,211+61.9% | $2,281+269.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,196 | $5,372-77.7% | $9,324-87.2% | $4,296-72.1% |