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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 | $128,804 | $57,350+124.6% | $83,850+53.6% | $64,181+100.7% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | 9.96% | 11.38%-1.4pp | 850.92%-841.0pp | 7.63%+2.3pp |
| Employer contribution / active EE | $3,333 | $2,545+31.0% | $3,631-8.2% | $2,381+40.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,102 | $4,046+1.4% | $5,478-25.1% | $4,887-16.1% |