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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 | $100,849 | $81,457+23.8% | $103,378-2.4% | $80,911+24.6% |
| Participation rate | 70.6% | 66.8%+3.7pp | 74.5%-3.9pp | 67.6%+2.9pp |
| Annual return | 14.37% | 25.58%-11.2pp | 24.91%-10.5pp | 35.63%-21.3pp |
| Employer contribution / active EE | $12,689 | $3,107+308.4% | $3,870+227.9% | $2,756+360.5% |
| Participant deferral / active EE | $603 | $3,871-84.4% | $5,058-88.1% | $4,297-86.0% |
| Admin fee / account holder | $39,221 | $6,717+483.9% | $8,401+366.9% | $6,935+465.6% |