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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 | $121,099 | $138,312-12.4% | $122,979-1.5% | $155,188-22.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 9.80% | 22.06%-12.3pp | 20.12%-10.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $450 | $5,592-92.0% | $5,003-91.0% | $6,531-93.1% |
| Admin fee / account holder | $125,814 | $15,089+733.8% | $12,864+878.0% | $14,480+768.9% |