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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 | $86,183 | $51,708+66.7% | $106,619-19.2% | $62,881+37.1% |
| Participation rate | 91.4% | 66.9%+24.5pp | 78.0%+13.4pp | 69.3%+22.1pp |
| Annual return | 11.78% | 4.69%+7.1pp | 9.42%+2.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $9,140 | $1,764+418.2% | $3,947+131.6% | $2,281+300.7% |
| Participant deferral / active EE | $367 | $2,315-84.2% | $3,930-90.7% | $3,203-88.5% |
| Admin fee / account holder | $4,979 | $3,349+48.7% | $6,418-22.4% | $4,296+15.9% |