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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 | $139,811 | $104,251+34.1% | $91,004+53.6% | $147,586-5.3% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 16.13% | 27.06%-10.9pp | 4.60%+11.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $11,111 | $3,116+256.6% | $2,456+352.5% | $4,876+127.9% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,344 | $8,948-73.8% | $5,417-56.7% | $10,886-78.5% |