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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 | $102,104 | $156,616-34.8% | $133,346-23.4% | $198,609-48.6% |
| Participation rate | 80.0% | 77.7%+2.3pp | 72.8%+7.2pp | 82.4%-2.4pp |
| Annual return | 7.40% | 44.25%-36.9pp | 36.85%-29.5pp | 202.70%-195.3pp |
| Employer contribution / active EE | $1,000 | $3,368-70.3% | $2,853-65.0% | $5,055-80.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,120 | $17,468-53.5% | $14,264-43.1% | $19,030-57.3% |