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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 | $77,180 | $69,590+10.9% | $136,867-43.6% | $94,015-17.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 13.61% | 19.62%-6.0pp | 42.97%-29.4pp | 17.84%-4.2pp |
| Employer contribution / active EE | $6,395 | $2,396+166.8% | $3,547+80.3% | $2,790+129.2% |
| Participant deferral / active EE | $439 | $3,437-87.2% | $4,924-91.1% | $4,249-89.7% |
| Admin fee / account holder | $1,016 | $8,912-88.6% | $10,340-90.2% | $8,951-88.7% |