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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 | $110,864 | $86,922+27.5% | $102,438+8.2% | $80,874+37.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.03% | 18.90%-7.9pp | 29.37%-18.3pp | 35.62%-24.6pp |
| Employer contribution / active EE | $5,882 | $2,369+148.3% | $3,024+94.5% | $2,756+113.5% |
| Participant deferral / active EE | $979 | $4,119-76.2% | $5,054-80.6% | $4,297-77.2% |
| Admin fee / account holder | $4,518 | $8,050-43.9% | $9,448-52.2% | $6,935-34.9% |