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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 | $140,199 | $135,956+3.1% | $123,894+13.2% | $273,972-48.8% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 4.98% | 56.63%-51.7pp | 47.52%-42.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,301 | $6,343-79.5% | $5,984-78.3% | $5,287-75.4% |
| Admin fee / account holder | $24,411 | $9,817+148.6% | $8,357+192.1% | $10,133+140.9% |