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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 | $87,982 | $65,712+33.9% | $57,196+53.8% | $273,972-67.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.06% | 22.01%-11.9pp | 14.59%-4.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $5,150 | $3,280+57.0% | $2,683+92.0% | $4,869+5.8% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,157 | $4,838+48.0% | $3,141+127.9% | $10,133-29.4% |