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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 | $154,618 | $131,835+17.3% | $108,582+42.4% | $273,972-43.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.92% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,222 | $4,913-54.8% | $3,758-40.9% | $4,869-54.4% |
| Participant deferral / active EE | $1,067 | $5,127-79.2% | $4,311-75.3% | $5,287-79.8% |
| Admin fee / account holder | $1,808 | $10,253-82.4% | $7,645-76.4% | $10,133-82.2% |