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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 | $126,820 | $115,814+9.5% | $101,275+25.2% | $158,982-20.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 8.15% | 56.16%-48.0pp | 46.48%-38.3pp | 302.99%-294.8pp |
| Employer contribution / active EE | $797 | $4,176-80.9% | $3,660-78.2% | $4,763-83.3% |
| Participant deferral / active EE | $1,248 | $4,958-74.8% | $4,371-71.4% | $5,983-79.1% |
| Admin fee / account holder | $50,262 | $7,249+593.4% | $5,948+745.0% | $11,252+346.7% |