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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 | $47,400 | $85,002-44.2% | $76,278-37.9% | $145,978-67.5% |
| Participation rate | 91.7% | 82.9%+8.8pp | 79.2%+12.4pp | 80.3%+11.4pp |
| Annual return | 10.96% | 13.11%-2.2pp | 13.77%-2.8pp | 550.52%-539.6pp |
| Employer contribution / active EE | $6,332 | $5,261+20.3% | $4,584+38.1% | $4,662+35.8% |
| Participant deferral / active EE | $638 | $6,390-90.0% | $5,478-88.4% | $6,690-90.5% |
| Admin fee / account holder | $2,391 | $5,760-58.5% | $5,131-53.4% | $13,400-82.2% |