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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 | $111,798 | $90,486+23.6% | $78,676+42.1% | $273,972-59.2% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 9.41% | 75.62%-66.2pp | 62.19%-52.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $5,000 | $3,175+57.5% | $2,850+75.4% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,870 | $5,263+201.5% | $4,510+251.9% | $10,133+56.6% |