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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 | $136,721 | $97,550+40.2% | $120,344+13.6% | $87,485+56.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 13.13% | 18.41%-5.3pp | 20.30%-7.2pp | 26.06%-12.9pp |
| Employer contribution / active EE | $3,330 | $2,291+45.3% | $3,020+10.2% | $2,596+28.2% |
| Participant deferral / active EE | $1,926 | $4,230-54.5% | $5,135-62.5% | $4,274-54.9% |
| Admin fee / account holder | $25,184 | $9,543+163.9% | $12,742+97.6% | $7,775+223.9% |