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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 | $129,502 | $81,504+58.9% | $102,437+26.4% | $80,959+60.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.21% | 25.60%-9.4pp | 24.95%-8.7pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,041 | $3,104-34.2% | $3,871-47.3% | $2,757-26.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $46,080 | $6,719+585.8% | $8,388+449.4% | $6,925+565.4% |