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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 | $129,056 | $95,453+35.2% | $112,040+15.2% | $82,448+56.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.72% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $8,369 | $2,318+261.1% | $2,954+183.3% | $2,551+228.1% |
| Participant deferral / active EE | $1,698 | $4,224-59.8% | $5,098-66.7% | $4,139-59.0% |
| Admin fee / account holder | $3,604 | $9,013-60.0% | $12,098-70.2% | $7,234-50.2% |