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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 | $80,168 | $93,617-14.4% | $135,982-41.0% | $75,177+6.6% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 18.79% | 30.89%-12.1pp | 68.32%-49.5pp | 160.75%-142.0pp |
| Employer contribution / active EE | $6,337 | $3,538+79.1% | $4,859+30.4% | $2,671+137.2% |
| Participant deferral / active EE | $1,772 | $6,406-72.3% | $7,760-77.2% | $4,126-57.0% |
| Admin fee / account holder | $1,392 | $6,980-80.1% | $10,767-87.1% | $5,651-75.4% |