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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 | $86,922+92.4% | $102,438+63.3% | $80,874+106.8% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.6%+30.7pp |
| Annual return | 26.15% | 18.90%+7.3pp | 29.37%-3.2pp | 35.62%-9.5pp |
| Employer contribution / active EE | $2,385 | $2,369+0.7% | $3,024-21.1% | $2,756-13.4% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,753 | $8,050-78.2% | $9,448-81.4% | $6,935-74.7% |