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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 | $86,938+13.6% | $102,423-3.6% | $80,925+22.0% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.7%+29.4pp |
| Annual return | 14.97% | 18.89%-3.9pp | 29.42%-14.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $3,400 | $2,369+43.5% | $3,023+12.5% | $2,756+23.3% |
| Participant deferral / active EE | $1,277 | $4,120-69.0% | $5,054-74.7% | $4,299-70.3% |
| Admin fee / account holder | $10,176 | $8,053+26.4% | $9,455+7.6% | $6,940+46.6% |