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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 | $129,880 | $94,529+37.4% | $140,019-7.2% | $64,173+102.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 87.5%0pp | 69.6%+17.9pp |
| Annual return | 15.73% | 7.77%+8.0pp | 651.17%-635.4pp | 7.63%+8.1pp |
| Employer contribution / active EE | $1,228 | $3,812-67.8% | $5,605-78.1% | $2,381-48.4% |
| Participant deferral / active EE | $2,200 | $5,250-58.1% | $6,927-68.2% | $3,470-36.6% |
| Admin fee / account holder | $6,278 | $6,741-6.9% | $10,705-41.4% | $4,887+28.4% |