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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 | $28,201 | $183,516-84.6% | $155,534-81.9% | $145,884-80.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.52% | 61.43%-45.9pp | 64.92%-49.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,183 | $5,315-77.7% | $4,675-74.7% | $4,662-74.6% |
| Participant deferral / active EE | $1,281 | $6,467-80.2% | $5,630-77.3% | $6,690-80.9% |
| Admin fee / account holder | $115,183 | $19,293+497.0% | $15,900+624.4% | $13,392+760.1% |