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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 | $190,682 | $77,816+145.0% | $123,552+54.3% | $64,173+197.1% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.3%+12.9pp | 69.6%+25.7pp |
| Annual return | -4.89% | 12.49%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,867 | $5,240-64.4% | $6,426-70.9% | $3,470-46.2% |
| Admin fee / account holder | $3,595 | $5,519-34.9% | $9,285-61.3% | $4,887-26.4% |