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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 | $117,571 | $100,262+17.3% | $81,370+44.5% | $145,897-19.4% |
| Participation rate | 84.2% | 74.3%+9.9pp | 69.5%+14.7pp | 80.3%+3.9pp |
| Annual return | 13.49% | 34.52%-21.0pp | 24.85%-11.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,574 | $2,979-13.6% | $2,464+4.5% | $4,663-44.8% |
| Participant deferral / active EE | $393 | $4,612-91.5% | $3,885-89.9% | $6,689-94.1% |
| Admin fee / account holder | $3,210 | $8,163-60.7% | $5,749-44.2% | $13,390-76.0% |