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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 | $121,136 | $67,606+79.2% | $82,313+47.2% | $70,124+72.7% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.2pp | 69.5%+27.5pp |
| Annual return | 15.56% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $5,481 | $1,755+212.3% | $2,428+125.7% | $2,342+134.0% |
| Participant deferral / active EE | $743 | $2,987-75.1% | $3,706-80.0% | $3,332-77.7% |
| Admin fee / account holder | $9,993 | $4,512+121.5% | $5,608+78.2% | $4,645+115.1% |