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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 | $114,912 | $183,592-37.4% | $155,574-26.1% | $145,877-21.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.11% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $8,891 | $5,317+67.2% | $4,676+90.2% | $4,663+90.7% |
| Participant deferral / active EE | $1,795 | $6,466-72.2% | $5,629-68.1% | $6,691-73.2% |
| Admin fee / account holder | $510,713 | $19,316+2544.0% | $15,914+3109.2% | $13,402+3710.7% |