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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 | $145,431-28.9% | $211,142-51.0% | $87,485+18.2% |
| Participation rate | 95.3% | 84.7%+10.6pp | 87.3%+8.0pp | 68.9%+26.4pp |
| Annual return | 13.31% | 27.21%-13.9pp | 46.84%-33.5pp | 26.06%-12.8pp |
| Employer contribution / active EE | $4,799 | $4,662+2.9% | $6,442-25.5% | $2,596+84.8% |
| Participant deferral / active EE | $791 | $6,859-88.5% | $9,284-91.5% | $4,274-81.5% |
| Admin fee / account holder | $23,518 | $17,052+37.9% | $19,076+23.3% | $7,775+202.5% |