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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 | $124,267 | $99,994+24.3% | $146,643-15.3% | $85,847+44.8% |
| Participation rate | 71.4% | 73.1%-1.6pp | 80.1%-8.6pp | 69.3%+2.1pp |
| Annual return | 22.90% | 18.93%+4.0pp | 22.75%+0.2pp | 318.61%-295.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,246 | $4,006-68.9% | $5,506-77.4% | $3,952-68.5% |
| Admin fee / account holder | $3,579 | $7,703-53.5% | $10,280-65.2% | $6,261-42.8% |