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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 | $100,147+17.4% | $81,286+44.6% | $145,877-19.4% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.5%+14.7pp | 80.3%+3.9pp |
| Annual return | 13.49% | 34.44%-20.9pp | 24.80%-11.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,574 | $2,977-13.5% | $2,463+4.5% | $4,663-44.8% |
| Participant deferral / active EE | $393 | $4,607-91.5% | $3,883-89.9% | $6,691-94.1% |
| Admin fee / account holder | $3,210 | $8,201-60.9% | $5,764-44.3% | $13,402-76.1% |