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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 | $215,200 | $162,785+32.2% | $133,959+60.6% | $158,950+35.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 9.67% | 41.94%-32.3pp | 45.09%-35.4pp | 302.91%-293.2pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,291 | $5,910-78.2% | $5,047-74.4% | $5,983-78.4% |
| Admin fee / account holder | $21,537 | $11,738+83.5% | $8,928+141.2% | $11,248+91.5% |