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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 | $56,666 | $91,559-38.1% | $133,978-57.7% | $79,856-29.0% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | 11.62% | 61.85%-50.2pp | 45.10%-33.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,486 | $2,384+4.3% | $3,919-36.6% | $2,471+0.6% |
| Participant deferral / active EE | $1,184 | $3,734-68.3% | $5,047-76.5% | $3,741-68.3% |
| Admin fee / account holder | $11,547 | $6,321+82.7% | $8,930+29.3% | $5,306+117.6% |