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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 | $156,893 | $86,922+80.5% | $102,438+53.2% | $80,874+94.0% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.6%+25.3pp |
| Annual return | 14.46% | 18.90%-4.4pp | 29.37%-14.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $5,176 | $2,369+118.4% | $3,024+71.2% | $2,756+87.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,259 | $8,050-9.8% | $9,448-23.2% | $6,935+4.7% |