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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 | $107,666+22.4% | $102,184+29.0% | $154,746-14.8% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 12.64% | 29.33%-16.7pp | 31.58%-18.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,825 | $8,719-79.1% | $8,309-78.0% | $6,730-72.9% |
| Admin fee / account holder | $844 | $12,943-93.5% | $11,609-92.7% | $14,365-94.1% |