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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 | $98,744 | $86,949+13.6% | $102,460-3.6% | $80,959+22.0% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.5pp | 67.7%+29.4pp |
| Annual return | 14.97% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,400 | $2,370+43.5% | $3,025+12.4% | $2,757+23.3% |
| Participant deferral / active EE | $1,277 | $4,121-69.0% | $5,056-74.7% | $4,300-70.3% |
| Admin fee / account holder | $10,176 | $8,048+26.4% | $9,460+7.6% | $6,925+46.9% |