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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 | $155,395 | $136,860+13.5% | $120,344+29.1% | $154,746+0.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.74% | 21.38%-10.6pp | 20.30%-9.6pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,667 | $3,533-24.5% | $3,020-11.7% | $4,379-39.1% |
| Participant deferral / active EE | $286 | $5,793-95.1% | $5,135-94.4% | $6,730-95.8% |
| Admin fee / account holder | $1,801 | $15,393-88.3% | $12,742-85.9% | $14,365-87.5% |