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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 | $94,656 | $56,277+68.2% | $80,976+16.9% | $62,891+50.5% |
| Participation rate | 89.7% | 69.0%+20.7pp | 75.8%+13.8pp | 69.3%+20.3pp |
| Annual return | 7.85% | 22.12%-14.3pp | 17.10%-9.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $330 | $1,943-83.0% | $3,714-91.1% | $2,281-85.5% |
| Participant deferral / active EE | $1,515 | $4,195-63.9% | $5,696-73.4% | $3,203-52.7% |
| Admin fee / account holder | $12,317 | $3,741+229.3% | $5,516+123.3% | $4,296+186.7% |