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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 | $128,531 | $86,922+47.9% | $102,438+25.5% | $80,874+58.9% |
| Participation rate | 73.9% | 72.4%+1.5pp | 76.5%-2.6pp | 67.6%+6.3pp |
| Annual return | 13.37% | 18.90%-5.5pp | 29.37%-16.0pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,850 | $2,369-21.9% | $3,024-38.8% | $2,756-32.9% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,876 | $8,050-2.2% | $9,448-16.6% | $6,935+13.6% |