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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 | $103,443 | $146,267-29.3% | $197,124-47.5% | $82,448+25.5% |
| Participation rate | 95.3% | 84.0%+11.3pp | 86.7%+8.6pp | 68.1%+27.2pp |
| Annual return | 13.31% | 29.61%-16.3pp | 44.34%-31.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $4,799 | $4,723+1.6% | $6,227-22.9% | $2,551+88.1% |
| Participant deferral / active EE | $791 | $7,035-88.8% | $9,135-91.3% | $4,139-80.9% |
| Admin fee / account holder | $23,518 | $14,422+63.1% | $16,298+44.3% | $7,234+225.1% |