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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 | $156,207 | $166,242-6.0% | $165,071-5.4% | $145,884+7.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 13.99% | 100.44%-86.5pp | 70.17%-56.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,909 | $5,283-26.0% | $4,347-10.1% | $4,662-16.2% |
| Participant deferral / active EE | $1,153 | $6,964-83.4% | $6,035-80.9% | $6,690-82.8% |
| Admin fee / account holder | $6,767 | $16,658-59.4% | $12,695-46.7% | $13,392-49.5% |