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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 | $105,434 | $98,760+6.8% | $149,715-29.6% | $79,858+32.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 17.64% | 27.43%-9.8pp | 276.66%-259.0pp | 31.72%-14.1pp |
| Employer contribution / active EE | $815 | $3,217-74.7% | $4,645-82.5% | $2,471-67.0% |
| Participant deferral / active EE | $1,522 | $5,681-73.2% | $6,842-77.8% | $3,740-59.3% |
| Admin fee / account holder | $883 | $6,053-85.4% | $9,310-90.5% | $5,306-83.4% |