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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 | $87,292 | $88,707-1.6% | $74,184+17.7% | $273,972-68.1% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 7.07% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,836 | $3,159-10.2% | $2,370+19.6% | $4,869-41.8% |
| Participant deferral / active EE | $743 | $4,212-82.3% | $3,550-79.1% | $5,287-85.9% |
| Admin fee / account holder | $51,207 | $8,717+487.5% | $5,586+816.8% | $10,133+405.4% |