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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 | $86,024 | $105,284-18.3% | $150,734-42.9% | $94,015-8.5% |
| Participation rate | 91.3% | 71.7%+19.6pp | 78.4%+12.9pp | 70.8%+20.5pp |
| Annual return | 16.67% | 15.67%+1.0pp | 600.81%-584.1pp | 17.84%-1.2pp |
| Employer contribution / active EE | $1,092 | $3,599-69.6% | $4,918-77.8% | $2,790-60.8% |
| Participant deferral / active EE | $1,908 | $4,274-55.4% | $5,610-66.0% | $4,249-55.1% |
| Admin fee / account holder | $7,790 | $9,839-20.8% | $14,905-47.7% | $8,951-13.0% |