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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 | $136,813 | $184,014-25.7% | $161,149-15.1% | $138,895-1.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.83% | 21.52%-6.7pp | 21.16%-6.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,294 | $6,909-81.3% | $6,153-79.0% | $6,396-79.8% |
| Admin fee / account holder | $1,150 | $18,027-93.6% | $15,194-92.4% | $12,562-90.8% |