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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 | $73,372 | $176,786-58.5% | $146,643-50.0% | $167,536-56.2% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 11.11% | 24.04%-12.9pp | 22.75%-11.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,864 | $6,440-71.1% | $5,506-66.1% | $6,342-70.6% |
| Admin fee / account holder | $10,163 | $13,262-23.4% | $10,280-1.1% | $12,315-17.5% |