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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 | $113,048 | $124,425-9.1% | $112,040+0.9% | $137,256-17.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 10.99% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $5,108 | $3,411+49.7% | $2,954+72.9% | $4,156+22.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,881 | $15,207-48.2% | $12,098-34.9% | $12,270-35.8% |