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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 | $135,234 | $118,488+14.1% | $98,462+37.3% | $139,487-3.0% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 21.84% | 18.96%+2.9pp | 21.17%+0.7pp | 373.84%-352.0pp |
| Employer contribution / active EE | $1,124 | $3,611-68.9% | $3,049-63.1% | $4,755-76.4% |
| Participant deferral / active EE | $988 | $5,393-81.7% | $4,738-79.1% | $6,713-85.3% |
| Admin fee / account holder | $1,838 | $13,868-86.7% | $8,875-79.3% | $11,407-83.9% |