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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 | $113,369 | $146,267-22.5% | $197,124-42.5% | $82,448+37.5% |
| Participation rate | 83.9% | 84.0%-0.1pp | 86.7%-2.8pp | 68.1%+15.8pp |
| Annual return | 13.79% | 29.61%-15.8pp | 44.34%-30.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,581 | $4,723-24.2% | $6,227-42.5% | $2,551+40.4% |
| Participant deferral / active EE | $2,397 | $7,035-65.9% | $9,135-73.8% | $4,139-42.1% |
| Admin fee / account holder | $12,954 | $14,422-10.2% | $16,298-20.5% | $7,234+79.1% |