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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 | $200,179 | $136,860+46.3% | $120,344+66.3% | $154,746+29.4% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 12.72% | 21.38%-8.7pp | 20.30%-7.6pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,381 | $3,533-32.6% | $3,020-21.2% | $4,379-45.6% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $40,447 | $15,393+162.8% | $12,742+217.4% | $14,365+181.6% |