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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 | $114,830 | $117,859-2.6% | $102,438+12.1% | $145,959-21.3% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 9.62% | 31.72%-22.1pp | 29.37%-19.8pp | 561.95%-552.3pp |
| Employer contribution / active EE | $10,419 | $3,615+188.2% | $3,024+244.6% | $4,661+123.5% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $19,759 | $13,318+48.4% | $9,448+109.1% | $13,398+47.5% |