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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 | $135,905-3.0% | $126,068+4.5% | $198,609-33.7% |
| Participation rate | 83.3% | 85.6%-2.3pp | 84.7%-1.4pp | 82.4%+1.0pp |
| Annual return | 12.64% | 14.07%-1.4pp | 15.01%-2.4pp | 202.70%-190.1pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,825 | $8,523-78.6% | $8,214-77.8% | $6,977-73.8% |
| Admin fee / account holder | $844 | $21,036-96.0% | $18,264-95.4% | $19,030-95.6% |