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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 | $111,935 | $315,200-64.5% | $238,191-53.0% | $155,188-27.9% |
| Participation rate | 78.6% | 82.6%-4.0pp | 77.1%+1.5pp | 80.8%-2.2pp |
| Annual return | 18.04% | 10.25%+7.8pp | 13.02%+5.0pp | 148.84%-130.8pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,249 | $8,044-72.0% | $6,726-66.6% | $6,531-65.6% |
| Admin fee / account holder | $12,411 | $48,031-74.2% | $34,582-64.1% | $14,480-14.3% |