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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 | $108,825+14.6% | $156,181-20.2% | $82,448+51.2% |
| Participation rate | 94.7% | 72.4%+22.4pp | 78.8%+15.9pp | 68.1%+26.7pp |
| Annual return | 24.65% | 20.59%+4.1pp | 64.87%-40.2pp | 41.64%-17.0pp |
| Employer contribution / active EE | $7,237 | $2,870+152.2% | $4,294+68.5% | $2,551+183.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,720 | $9,341-6.6% | $14,586-40.2% | $7,234+20.5% |