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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 | $139,127 | $67,606+105.8% | $82,313+69.0% | $70,124+98.4% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.4pp |
| Annual return | 21.44% | 21.57%-0.1pp | 25.88%-4.4pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,658 | $1,755+51.4% | $2,428+9.4% | $2,342+13.5% |
| Participant deferral / active EE | $614 | $2,987-79.5% | $3,706-83.4% | $3,332-81.6% |
| Admin fee / account holder | $2,146 | $4,512-52.4% | $5,608-61.7% | $4,645-53.8% |