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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 | $105,297 | $92,219+14.2% | $76,767+37.2% | $135,380-22.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.90% | 5.46%+3.4pp | 2.43%+6.5pp | 519.81%-510.9pp |
| Employer contribution / active EE | $2,619 | $3,216-18.6% | $2,485+5.4% | $4,779-45.2% |
| Participant deferral / active EE | $708 | $4,508-84.3% | $3,852-81.6% | $5,609-87.4% |
| Admin fee / account holder | $8,057 | $10,749-25.0% | $6,675+20.7% | $10,828-25.6% |