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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 | $96,561 | $52,306+84.6% | $69,779+38.4% | $62,881+53.6% |
| Participation rate | 93.6% | 67.2%+26.4pp | 71.8%+21.8pp | 69.3%+24.3pp |
| Annual return | 5.98% | 13.35%-7.4pp | 12.99%-7.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,307 | $1,799+83.8% | $2,338+41.4% | $2,281+45.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $664 | $3,691-82.0% | $4,381-84.8% | $4,296-84.5% |