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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 | $114,449 | $87,834+30.3% | $133,975-14.6% | $62,881+82.0% |
| Participation rate | 92.0% | 83.4%+8.7pp | 87.1%+5.0pp | 69.3%+22.7pp |
| Annual return | 8.60% | 12.05%-3.4pp | 29.29%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,818 | $3,482+95.8% | $5,211+30.8% | $2,281+198.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,434 | $5,372-17.5% | $9,324-52.5% | $4,296+3.2% |