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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 | $105,828 | $86,938+21.7% | $102,423+3.3% | $80,925+30.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.19% | 18.89%-7.7pp | 29.42%-18.2pp | 35.65%-24.5pp |
| Employer contribution / active EE | $7,313 | $2,369+208.7% | $3,023+141.9% | $2,756+165.3% |
| Participant deferral / active EE | $1,616 | $4,120-60.8% | $5,054-68.0% | $4,299-62.4% |
| Admin fee / account holder | $2,131 | $8,053-73.5% | $9,455-77.5% | $6,940-69.3% |