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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 | $158,214 | $124,346+27.2% | $111,308+42.1% | $167,536-5.6% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 13.86% | 37.45%-23.6pp | 54.67%-40.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $12,699 | $3,437+269.5% | $2,732+364.9% | $4,839+162.4% |
| Participant deferral / active EE | $783 | $5,182-84.9% | $4,487-82.6% | $6,342-87.7% |
| Admin fee / account holder | $2,549 | $10,621-76.0% | $7,965-68.0% | $12,315-79.3% |