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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 | $185,094 | $99,032+86.9% | $80,022+131.3% | $135,379+36.7% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | 11.09% | 15.39%-4.3pp | 11.22%-0.1pp | 519.79%-508.7pp |
| Employer contribution / active EE | $2,222 | $3,043-27.0% | $2,468-10.0% | $4,779-53.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $140,667 | $10,436+1247.9% | $6,521+2057.1% | $10,828+1199.1% |