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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 | $186,798 | $100,811+85.3% | $86,698+115.5% | $134,545+38.8% |
| Participation rate | 91.3% | 79.0%+12.4pp | 76.6%+14.7pp | 81.2%+10.1pp |
| Annual return | 7.14% | 29.11%-22.0pp | 35.96%-28.8pp | 418.37%-411.2pp |
| Employer contribution / active EE | $9,871 | $3,490+182.8% | $2,837+248.0% | $4,742+108.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,285 | $10,926-42.5% | $7,492-16.1% | $11,431-45.0% |