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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 | $229,250 | $101,798+125.2% | $165,071+38.9% | $80,935+183.3% |
| Participation rate | 76.3% | 71.8%+4.5pp | 78.6%-2.3pp | 67.7%+8.7pp |
| Annual return | 13.73% | 16.73%-3.0pp | 70.17%-56.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,289 | $2,954+11.3% | $4,347-24.3% | $2,757+19.3% |
| Participant deferral / active EE | $1,774 | $4,476-60.4% | $6,035-70.6% | $4,299-58.7% |
| Admin fee / account holder | $7,851 | $8,221-4.5% | $12,695-38.2% | $6,924+13.4% |