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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 | $92,215 | $81,446+13.2% | $103,374-10.8% | $80,874+14.0% |
| Participation rate | 96.8% | 66.9%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 15.04% | 25.57%-10.5pp | 24.89%-9.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $15,169 | $3,107+388.2% | $3,869+292.0% | $2,756+450.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,339 | $6,715-80.1% | $8,394-84.1% | $6,935-80.7% |