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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 | $147,881 | $69,977+111.3% | $108,582+36.2% | $62,881+135.2% |
| Participation rate | 97.9% | 72.9%+25.0pp | 79.6%+18.3pp | 69.3%+28.6pp |
| Annual return | 8.87% | 10.73%-1.9pp | -51.70%+60.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,614 | $2,135-24.4% | $3,758-57.1% | $2,281-29.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $29,244 | $5,076+476.1% | $7,645+282.5% | $4,296+580.8% |