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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 | $142,347 | $104,098+36.7% | $140,514+1.3% | $94,015+51.4% |
| Participation rate | 89.1% | 73.7%+15.4pp | 77.8%+11.3pp | 70.8%+18.3pp |
| Annual return | 18.23% | 15.14%+3.1pp | 14.36%+3.9pp | 17.84%+0.4pp |
| Employer contribution / active EE | $4,348 | $2,388+82.1% | $3,378+28.7% | $2,790+55.8% |
| Participant deferral / active EE | $1,288 | $4,033-68.1% | $4,919-73.8% | $4,249-69.7% |
| Admin fee / account holder | $343 | $10,439-96.7% | $13,697-97.5% | $8,951-96.2% |