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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 | $87,693 | $201,344-56.4% | $184,243-52.4% | $145,877-39.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.20% | 29.01%-18.8pp | 28.82%-18.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $9,860 | $7,022+40.4% | $6,427+53.4% | $4,663+111.5% |
| Participant deferral / active EE | $1,105 | $9,807-88.7% | $9,132-87.9% | $6,691-83.5% |
| Admin fee / account holder | $398 | $16,382-97.6% | $13,914-97.1% | $13,402-97.0% |