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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 | $131,770 | $102,609+28.4% | $98,090+34.3% | $138,895-5.1% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 12.64% | 36.44%-23.8pp | 37.05%-24.4pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,825 | $8,167-77.7% | $7,845-76.7% | $6,396-71.5% |
| Admin fee / account holder | $844 | $11,434-92.6% | $11,815-92.9% | $12,562-93.3% |