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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 | $127,479 | $90,486+40.9% | $78,676+62.0% | $273,972-53.5% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | 5.31% | 75.62%-70.3pp | 62.19%-56.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $12,351 | $3,175+289.0% | $2,850+333.4% | $4,869+153.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,415 | $5,263-16.1% | $4,510-2.1% | $10,133-56.4% |