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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 | $145,063 | $147,556-1.7% | $129,031+12.4% | $198,609-27.0% |
| Participation rate | 88.9% | 77.2%+11.6pp | 73.4%+15.5pp | 82.4%+6.5pp |
| Annual return | 19.17% | 37.41%-18.2pp | 34.67%-15.5pp | 202.70%-183.5pp |
| Employer contribution / active EE | $7,887 | $3,645+116.4% | $3,226+144.5% | $5,055+56.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,853 | $15,467-62.2% | $13,208-55.7% | $19,030-69.2% |