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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 | $117,928 | $117,859+0.1% | $102,438+15.1% | $145,959-19.2% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 11.64% | 31.72%-20.1pp | 29.37%-17.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,158 | $3,615-12.6% | $3,024+4.4% | $4,661-32.2% |
| Participant deferral / active EE | $1,222 | $5,732-78.7% | $5,054-75.8% | $6,689-81.7% |
| Admin fee / account holder | $45,078 | $13,318+238.5% | $9,448+377.1% | $13,398+236.5% |