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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 | $81,487+13.2% | $102,412-10.0% | $80,935+13.9% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.7%+29.1pp |
| Annual return | 15.04% | 25.60%-10.6pp | 24.94%-9.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $15,169 | $3,103+388.9% | $3,870+292.0% | $2,757+450.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,339 | $6,717-80.1% | $8,388-84.0% | $6,924-80.7% |