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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 | $183,834 | $152,612+20.5% | $125,192+46.8% | $152,897+20.2% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.5%+9.9pp |
| Annual return | 12.18% | 54.85%-42.7pp | 43.79%-31.6pp | 345.43%-333.2pp |
| Employer contribution / active EE | $2,457 | $4,947-50.3% | $3,866-36.4% | $4,764-48.4% |
| Participant deferral / active EE | $82 | $5,868-98.6% | $4,937-98.3% | $5,851-98.6% |
| Admin fee / account holder | $126,983 | $13,437+845.0% | $9,704+1208.6% | $11,599+994.7% |