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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 | $108,882+33.2% | $96,754+49.9% | $154,746-6.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 19.17% | 98.39%-79.2pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $7,887 | $3,018+161.3% | $2,679+194.4% | $4,379+80.1% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,853 | $10,200-42.6% | $8,905-34.3% | $14,365-59.3% |