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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 | $170,574 | $201,370-15.3% | $184,256-7.4% | $145,897+16.9% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 19.75% | 29.05%-9.3pp | 28.85%-9.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $8,889 | $7,024+26.6% | $6,427+38.3% | $4,663+90.7% |
| Participant deferral / active EE | $2,541 | $9,808-74.1% | $9,133-72.2% | $6,689-62.0% |
| Admin fee / account holder | $1,585 | $16,364-90.3% | $13,899-88.6% | $13,390-88.2% |