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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 | $108,582 | $90,486+20.0% | $78,676+38.0% | $273,972-60.4% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 8.22% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $4,500 | $3,175+41.7% | $2,850+57.9% | $4,869-7.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,909 | $5,263+164.3% | $4,510+208.4% | $10,133+37.3% |