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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 | $165,890 | $97,550+70.1% | $120,344+37.8% | $87,485+89.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 14.58% | 18.41%-3.8pp | 20.30%-5.7pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,073 | $2,291-9.5% | $3,020-31.4% | $2,596-20.2% |
| Participant deferral / active EE | $1,546 | $4,230-63.4% | $5,135-69.9% | $4,274-63.8% |
| Admin fee / account holder | $1,870 | $9,543-80.4% | $12,742-85.3% | $7,775-75.9% |