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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 | $83,477 | $86,938-4.0% | $102,423-18.5% | $80,925+3.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 28.44% | 18.89%+9.6pp | 29.42%-1.0pp | 35.65%-7.2pp |
| Employer contribution / active EE | $957 | $2,369-59.6% | $3,023-68.4% | $2,756-65.3% |
| Participant deferral / active EE | $607 | $4,120-85.3% | $5,054-88.0% | $4,299-85.9% |
| Admin fee / account holder | $7,509 | $8,053-6.7% | $9,455-20.6% | $6,940+8.2% |