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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 | $82,344 | $72,492+13.6% | $87,104-5.5% | $72,975+12.8% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 22.68% | 24.46%-1.8pp | 28.19%-5.5pp | 81.01%-58.3pp |
| Employer contribution / active EE | $3,262 | $1,894+72.2% | $2,521+29.4% | $2,440+33.7% |
| Participant deferral / active EE | $556 | $3,270-83.0% | $4,048-86.3% | $3,608-84.6% |
| Admin fee / account holder | $5,896 | $5,055+16.6% | $7,491-21.3% | $5,124+15.1% |