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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 | $86,072 | $99,652-13.6% | $78,778+9.3% | $147,585-41.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 11.32% | 47.28%-36.0pp | 35.62%-24.3pp | 578.57%-567.3pp |
| Employer contribution / active EE | $2,563 | $2,796-8.3% | $1,986+29.1% | $4,876-47.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,820 | $7,155-46.6% | $5,134-25.6% | $10,885-64.9% |