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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 | $96,459 | $138,312-30.3% | $122,979-21.6% | $155,188-37.8% |
| Participation rate | 83.3% | 80.2%+3.1pp | 77.2%+6.1pp | 80.8%+2.5pp |
| Annual return | 11.97% | 22.06%-10.1pp | 20.12%-8.1pp | 148.84%-136.9pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,304 | $5,592-76.7% | $5,003-73.9% | $6,531-80.0% |
| Admin fee / account holder | $1,384 | $15,089-90.8% | $12,864-89.2% | $14,480-90.4% |