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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 | $67,105 | $93,598-28.3% | $135,974-50.6% | $75,173-10.7% |
| Participation rate | 93.4% | 75.2%+18.2pp | 81.9%+11.5pp | 67.2%+26.2pp |
| Annual return | 16.83% | 30.89%-14.1pp | 68.30%-51.5pp | 160.72%-143.9pp |
| Employer contribution / active EE | $12,385 | $3,538+250.1% | $4,859+154.9% | $2,671+363.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,482 | $6,978+35.9% | $10,767-11.9% | $5,651+67.8% |