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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 | $101,267 | $176,838-42.7% | $146,685-31.0% | $167,518-39.5% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 12.46% | 24.04%-11.6pp | 22.75%-10.3pp | 478.71%-466.3pp |
| Employer contribution / active EE | $4,829 | $5,161-6.4% | $4,137+16.7% | $4,838-0.2% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $46,015 | $13,262+247.0% | $10,281+347.6% | $12,312+273.7% |