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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 | $127,973 | $141,004-9.2% | $112,273+14.0% | $139,456-8.2% |
| Participation rate | 93.3% | 79.2%+14.1pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 12.98% | 32.75%-19.8pp | 30.23%-17.3pp | 373.45%-360.5pp |
| Employer contribution / active EE | $4,131 | $4,285-3.6% | $3,431+20.4% | $4,753-13.1% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,711-100.0% |
| Admin fee / account holder | $905 | $9,959-90.9% | $7,752-88.3% | $11,407-92.1% |