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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 | $167,263 | $86,949+92.4% | $102,460+63.2% | $80,959+106.6% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.7%+30.6pp |
| Annual return | 26.15% | 18.89%+7.3pp | 29.47%-3.3pp | 35.67%-9.5pp |
| Employer contribution / active EE | $2,385 | $2,370+0.7% | $3,025-21.2% | $2,757-13.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,753 | $8,048-78.2% | $9,460-81.5% | $6,925-74.7% |