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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 | $119,368 | $93,598+27.5% | $135,974-12.2% | $75,173+58.8% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 22.37% | 30.89%-8.5pp | 68.30%-45.9pp | 160.72%-138.4pp |
| Employer contribution / active EE | $9,913 | $3,538+180.2% | $4,859+104.0% | $2,671+271.1% |
| Participant deferral / active EE | $1,518 | $6,405-76.3% | $7,760-80.4% | $4,126-63.2% |
| Admin fee / account holder | $2,065 | $6,978-70.4% | $10,767-80.8% | $5,651-63.4% |