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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 | $115,931+9.8% | $185,441-31.3% | $86,983+46.4% |
| Participation rate | 98.1% | 73.6%+24.5pp | 80.3%+17.9pp | 69.5%+28.6pp |
| Annual return | 27.53% | 21.47%+6.1pp | 20.16%+7.4pp | 25.83%+1.7pp |
| Employer contribution / active EE | $3,170 | $2,937+7.9% | $4,672-32.1% | $2,584+22.7% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $10,369 | $10,687-3.0% | $17,890-42.0% | $7,856+32.0% |