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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 | $128,442 | $132,310-2.9% | $105,754+21.5% | $273,968-53.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.94% | 10.08%-3.1pp | 12.25%-5.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $5,998 | $4,867+23.2% | $4,079+47.0% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,050 | $12,036-74.7% | $8,309-63.3% | $10,132-69.9% |