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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 | $130,233 | $212,777-38.8% | $173,703-25.0% | $198,609-34.4% |
| Participation rate | 87.5% | 81.1%+6.4pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 8.55% | 18.82%-10.3pp | 17.46%-8.9pp | 202.70%-194.1pp |
| Employer contribution / active EE | $3,705 | $5,214-28.9% | $4,288-13.6% | $5,055-26.7% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $27,193 | $19,536+39.2% | $15,562+74.7% | $19,030+42.9% |