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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 | $86,552 | $77,817+11.2% | $123,553-29.9% | $64,173+34.9% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | 6.07% | 12.49%-6.4pp | 119.21%-113.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $4,847 | $3,014+60.8% | $4,628+4.7% | $2,381+103.6% |
| Participant deferral / active EE | $1,217 | $5,240-76.8% | $6,426-81.1% | $3,470-64.9% |
| Admin fee / account holder | $1,436 | $5,519-74.0% | $9,284-84.5% | $4,887-70.6% |