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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 | $127,333 | $108,825+17.0% | $156,181-18.5% | $82,448+54.4% |
| Participation rate | 98.1% | 72.4%+25.7pp | 78.8%+19.3pp | 68.1%+30.0pp |
| Annual return | 27.53% | 20.59%+6.9pp | 64.87%-37.3pp | 41.64%-14.1pp |
| Employer contribution / active EE | $3,170 | $2,870+10.5% | $4,294-26.2% | $2,551+24.3% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,369 | $9,341+11.0% | $14,586-28.9% | $7,234+43.3% |