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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 | $167,471 | $146,267+14.5% | $197,124-15.0% | $82,448+103.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 23.69% | 29.61%-5.9pp | 44.34%-20.7pp | 41.64%-17.9pp |
| Employer contribution / active EE | $4,891 | $4,723+3.5% | $6,227-21.5% | $2,551+91.7% |
| Participant deferral / active EE | $1,399 | $7,035-80.1% | $9,135-84.7% | $4,139-66.2% |
| Admin fee / account holder | $12,220 | $14,422-15.3% | $16,298-25.0% | $7,234+68.9% |