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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 | $125,442 | $122,063+2.8% | $184,256-31.9% | $74,478+68.4% |
| Participation rate | 81.0% | 85.5%-4.5pp | 86.8%-5.8pp | 67.2%+13.8pp |
| Annual return | 32.99% | 19.92%+13.1pp | 28.85%+4.1pp | 1370.56%-1337.6pp |
| Employer contribution / active EE | $3,306 | $4,539-27.2% | $6,427-48.6% | $2,626+25.9% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $9,220 | $1,253+636.0% | $13,899-33.7% | $1,946+373.8% |