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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 | $86,938+55.7% | $102,423+32.1% | $80,925+67.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.36% | 18.89%-5.5pp | 29.42%-16.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $9,789 | $2,369+313.2% | $3,023+223.8% | $2,756+255.1% |
| Participant deferral / active EE | $204 | $4,120-95.0% | $5,054-96.0% | $4,299-95.2% |
| Admin fee / account holder | $5,053 | $8,053-37.2% | $9,455-46.6% | $6,940-27.2% |