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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 | $115,931+7.5% | $185,441-32.8% | $86,983+43.3% |
| Participation rate | 94.7% | 73.6%+21.1pp | 80.3%+14.5pp | 69.5%+25.2pp |
| Annual return | 24.65% | 21.47%+3.2pp | 20.16%+4.5pp | 25.83%-1.2pp |
| Employer contribution / active EE | $7,237 | $2,937+146.4% | $4,672+54.9% | $2,584+180.0% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,720 | $10,687-18.4% | $17,890-51.3% | $7,856+11.0% |