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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 | $28,495 | $117,846-75.8% | $102,434-72.2% | $145,884-80.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 13.46% | 31.90%-18.4pp | 29.46%-16.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,168 | $3,615+15.3% | $3,023+37.9% | $4,662-10.6% |
| Participant deferral / active EE | $1,051 | $5,733-81.7% | $5,055-79.2% | $6,690-84.3% |
| Admin fee / account holder | $79,224 | $13,356+493.2% | $9,462+737.3% | $13,392+491.6% |