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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 | $184,400 | $103,387+78.4% | $87,102+111.7% | $152,885+20.6% |
| Participation rate | 73.7% | 79.4%-5.7pp | 76.9%-3.2pp | 82.5%-8.8pp |
| Annual return | 16.96% | 28.10%-11.1pp | 28.19%-11.2pp | 345.39%-328.4pp |
| Employer contribution / active EE | $8,296 | $3,221+157.6% | $2,521+229.0% | $4,763+74.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,234 | $12,193-40.7% | $7,491-3.4% | $11,598-37.6% |