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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 | $198,512 | $86,949+128.3% | $102,460+93.7% | $80,959+145.2% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.5pp | 67.7%+28.4pp |
| Annual return | 24.16% | 18.89%+5.3pp | 29.47%-5.3pp | 35.67%-11.5pp |
| Employer contribution / active EE | $1,870 | $2,370-21.1% | $3,025-38.2% | $2,757-32.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,236 | $8,048-59.8% | $9,460-65.8% | $6,925-53.3% |