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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 | $140,654 | $138,385+1.6% | $184,200-23.6% | $80,874+73.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.70% | 20.02%-7.3pp | 28.80%-16.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $3,847 | $4,849-20.7% | $6,424-40.1% | $2,756+39.6% |
| Participant deferral / active EE | $834 | $7,073-88.2% | $9,132-90.9% | $4,297-80.6% |
| Admin fee / account holder | $3,252 | $10,483-69.0% | $13,907-76.6% | $6,935-53.1% |