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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 | $142,956 | $86,294+65.7% | $111,303+28.4% | $85,856+66.5% |
| Participation rate | 91.3% | 73.3%+18.0pp | 77.3%+14.0pp | 69.3%+22.0pp |
| Annual return | 13.63% | 19.99%-6.4pp | 54.66%-41.0pp | 318.58%-305.0pp |
| Employer contribution / active EE | $1,558 | $2,043-23.7% | $2,731-42.9% | $2,565-39.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $31,343 | $8,189+282.7% | $7,966+293.5% | $6,261+400.6% |