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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 | $124,678 | $114,712+8.7% | $173,730-28.2% | $87,485+42.5% |
| Participation rate | 94.7% | 73.0%+21.7pp | 79.6%+15.2pp | 68.9%+25.8pp |
| Annual return | 24.65% | 20.18%+4.5pp | 19.96%+4.7pp | 26.06%-1.4pp |
| Employer contribution / active EE | $7,237 | $2,904+149.2% | $4,577+58.1% | $2,596+178.7% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,720 | $10,210-14.6% | $17,523-50.2% | $7,775+12.2% |