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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 | $122,051+2.8% | $184,185-31.9% | $74,400+68.6% |
| Participation rate | 81.0% | 85.5%-4.5pp | 86.8%-5.8pp | 67.2%+13.8pp |
| Annual return | 32.99% | 19.91%+13.1pp | 28.81%+4.2pp | 1367.51%-1334.5pp |
| Employer contribution / active EE | $3,306 | $4,539-27.2% | $6,426-48.6% | $2,624+26.0% |
| Participant deferral / active EE | $0 | $7,146-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $9,220 | $1,258+632.9% | $13,909-33.7% | $1,944+374.4% |