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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 | $125,875 | $88,707+41.9% | $74,184+69.7% | $273,972-54.1% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 4.82% | 11.94%-7.1pp | 17.74%-12.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $9,778 | $3,159+209.5% | $2,370+312.6% | $4,869+100.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,283 | $8,717+18.0% | $5,586+84.1% | $10,133+1.5% |