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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 | $125,226 | $102,422+22.3% | $147,117-14.9% | $80,959+54.7% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 12.00% | 135.16%-123.2pp | 420.54%-408.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $4,609 | $3,717+24.0% | $4,932-6.6% | $2,757+67.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,181 | $7,953-60.0% | $12,993-75.5% | $6,925-54.1% |