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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 | $124,258 | $165,381-24.9% | $149,730-17.0% | $158,966-21.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.03% | 348.29%-338.3pp | 276.70%-266.7pp | 302.95%-292.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,542 | $7,182-78.5% | $6,843-77.5% | $5,983-74.2% |
| Admin fee / account holder | $842 | $10,809-92.2% | $9,310-91.0% | $11,250-92.5% |