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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 | $134,082 | $99,380+34.9% | $90,312+48.5% | $155,188-13.6% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 9.63% | 19.35%-9.7pp | 18.90%-9.3pp | 148.84%-139.2pp |
| Employer contribution / active EE | $2,308 | $2,390-3.4% | $2,243+2.9% | $4,248-45.7% |
| Participant deferral / active EE | $254 | $4,212-94.0% | $3,749-93.2% | $6,531-96.1% |
| Admin fee / account holder | $2,844 | $9,766-70.9% | $8,248-65.5% | $14,480-80.4% |