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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 | $87,387 | $76,367+14.4% | $93,614-6.7% | $72,983+19.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 29.31% | 25.82%+3.5pp | 32.76%-3.5pp | 81.01%-51.7pp |
| Employer contribution / active EE | $536 | $2,275-76.5% | $2,718-80.3% | $2,440-78.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,893 | $6,838+15.4% | $7,889+0.1% | $5,124+54.0% |