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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 | $30,179 | $209,336-85.6% | $197,124-84.7% | $137,256-78.0% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 12.00% | 48.09%-36.1pp | 44.34%-32.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,373 | $6,591-64.0% | $6,227-61.9% | $4,156-42.9% |
| Participant deferral / active EE | $2,441 | $9,614-74.6% | $9,135-73.3% | $6,407-61.9% |
| Admin fee / account holder | $41,821 | $17,308+141.6% | $16,298+156.6% | $12,270+240.8% |