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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 | $100,036 | $124,298-19.5% | $109,152-8.4% | $167,497-40.3% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 11.71% | 26.04%-14.3pp | 25.75%-14.0pp | 478.62%-466.9pp |
| Employer contribution / active EE | $5,833 | $4,208+38.6% | $3,722+56.7% | $4,838+20.6% |
| Participant deferral / active EE | $1,162 | $5,256-77.9% | $4,653-75.0% | $6,341-81.7% |
| Admin fee / account holder | $74,132 | $7,971+830.0% | $6,753+997.8% | $12,310+502.2% |