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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 | $164,055 | $145,431+12.8% | $211,142-22.3% | $87,485+87.5% |
| Participation rate | 94.9% | 84.7%+10.1pp | 87.3%+7.6pp | 68.9%+25.9pp |
| Annual return | 13.10% | 27.21%-14.1pp | 46.84%-33.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $8,896 | $4,662+90.8% | $6,442+38.1% | $2,596+242.7% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $14,450 | $17,052-15.3% | $19,076-24.2% | $7,775+85.9% |