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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 | $90,133 | $46,599+93.4% | $64,101+40.6% | $75,173+19.9% |
| Participation rate | 76.5% | 65.9%+10.5pp | 72.3%+4.2pp | 67.2%+9.3pp |
| Annual return | 11.75% | 26.06%-14.3pp | 33.72%-22.0pp | 160.72%-149.0pp |
| Employer contribution / active EE | $3,232 | $1,975+63.6% | $2,749+17.6% | $2,671+21.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,032 | $2,956+476.2% | $3,070+454.7% | $5,651+201.4% |