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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 | $117,196 | $86,949+34.8% | $102,460+14.4% | $80,959+44.8% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.7%+9.3pp |
| Annual return | 12.55% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,820 | $2,370-23.2% | $3,025-39.8% | $2,757-34.0% |
| Participant deferral / active EE | $1,716 | $4,121-58.4% | $5,056-66.1% | $4,300-60.1% |
| Admin fee / account holder | $16,161 | $8,048+100.8% | $9,460+70.8% | $6,925+133.4% |