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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 | $245,495 | $104,650+134.6% | $83,854+192.8% | $155,188+58.2% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 9.44% | 28.97%-19.5pp | 31.39%-22.0pp | 148.84%-139.4pp |
| Employer contribution / active EE | $18,870 | $1,196+1477.3% | $1,017+1755.1% | $4,248+344.2% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $35,779 | $3,518+916.9% | $3,197+1019.2% | $14,480+147.1% |