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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 | $117,724 | $103,393+13.9% | $87,103+35.2% | $152,909-23.0% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 19.64% | 28.10%-8.5pp | 28.19%-8.5pp | 345.46%-325.8pp |
| Employer contribution / active EE | $7,073 | $3,221+119.6% | $2,521+180.5% | $4,764+48.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,776 | $12,195-3.4% | $7,491+57.2% | $11,601+1.5% |