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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 | $170,292 | $181,896-6.4% | $156,551+8.8% | $273,972-37.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.98% | 30.74%-26.8pp | 32.23%-28.2pp | 41.46%-37.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $101 | $5,550-98.2% | $4,871-97.9% | $5,287-98.1% |
| Admin fee / account holder | $90,910 | $15,560+484.2% | $13,028+597.8% | $10,133+797.2% |