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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 | $130,887 | $80,992+61.6% | $96,534+35.6% | $75,173+74.1% |
| Participation rate | 81.3% | 71.8%+9.5pp | 76.0%+5.3pp | 67.2%+14.0pp |
| Annual return | 18.34% | 27.05%-8.7pp | 25.88%-7.5pp | 160.72%-142.4pp |
| Employer contribution / active EE | $9,300 | $2,283+307.4% | $2,965+213.6% | $2,671+248.2% |
| Participant deferral / active EE | $294 | $3,929-92.5% | $4,851-93.9% | $4,126-92.9% |
| Admin fee / account holder | $5,482 | $6,717-18.4% | $8,253-33.6% | $5,651-3.0% |