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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 | $86,949+27.5% | $102,460+8.2% | $80,959+36.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.03% | 18.89%-7.9pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $5,882 | $2,370+148.2% | $3,025+94.4% | $2,757+113.3% |
| Participant deferral / active EE | $979 | $4,121-76.2% | $5,056-80.6% | $4,300-77.2% |
| Admin fee / account holder | $4,518 | $8,048-43.9% | $9,460-52.2% | $6,925-34.8% |