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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 | $85,457 | $87,132-1.9% | $105,624-19.1% | $80,959+5.6% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.1pp | 67.7%+15.7pp |
| Annual return | 15.54% | 17.03%-1.5pp | 116.20%-100.7pp | 35.67%-20.1pp |
| Employer contribution / active EE | $6,400 | $2,397+167.0% | $3,168+102.0% | $2,757+132.1% |
| Participant deferral / active EE | $957 | $3,985-76.0% | $5,013-80.9% | $4,300-77.8% |
| Admin fee / account holder | $6,912 | $8,449-18.2% | $10,961-36.9% | $6,925-0.2% |