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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 | $215,993 | $162,821+32.7% | $133,978+61.2% | $158,982+35.9% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 11.14% | 41.95%-30.8pp | 45.10%-34.0pp | 302.99%-291.8pp |
| Employer contribution / active EE | $3,167 | $4,976-36.4% | $3,919-19.2% | $4,763-33.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,460 | $11,742+65.7% | $8,930+117.9% | $11,252+73.0% |