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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 | $135,321 | $86,949+55.6% | $102,460+32.1% | $80,959+67.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.36% | 18.89%-5.5pp | 29.47%-16.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $9,789 | $2,370+313.1% | $3,025+223.6% | $2,757+255.0% |
| Participant deferral / active EE | $204 | $4,121-95.0% | $5,056-96.0% | $4,300-95.2% |
| Admin fee / account holder | $5,053 | $8,048-37.2% | $9,460-46.6% | $6,925-27.0% |