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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 | $117,928 | $117,846+0.1% | $102,434+15.1% | $145,884-19.2% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 11.64% | 31.90%-20.3pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $3,158 | $3,615-12.6% | $3,023+4.5% | $4,662-32.3% |
| Participant deferral / active EE | $1,222 | $5,733-78.7% | $5,055-75.8% | $6,690-81.7% |
| Admin fee / account holder | $45,078 | $13,356+237.5% | $9,462+376.4% | $13,392+236.6% |