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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 | $142,274 | $201,344-29.3% | $184,243-22.8% | $145,877-2.5% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 11.28% | 29.01%-17.7pp | 28.82%-17.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,797 | $7,022-74.4% | $6,427-72.0% | $4,663-61.5% |
| Participant deferral / active EE | $2,714 | $9,807-72.3% | $9,132-70.3% | $6,691-59.4% |
| Admin fee / account holder | $87,982 | $16,382+437.1% | $13,914+532.3% | $13,402+556.5% |