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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 | $105,552 | $105,284+0.3% | $150,734-30.0% | $94,015+12.3% |
| Participation rate | 86.4% | 71.7%+14.6pp | 78.4%+7.9pp | 70.8%+15.5pp |
| Annual return | 11.18% | 15.67%-4.5pp | 600.81%-589.6pp | 17.84%-6.7pp |
| Employer contribution / active EE | $8,516 | $3,599+136.6% | $4,918+73.2% | $2,790+205.2% |
| Participant deferral / active EE | $729 | $4,274-82.9% | $5,610-87.0% | $4,249-82.9% |
| Admin fee / account holder | $11,640 | $9,839+18.3% | $14,905-21.9% | $8,951+30.0% |