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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 | $119,495 | $124,425-4.0% | $112,040+6.7% | $137,256-12.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.98% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,815 | $5,718-68.3% | $5,098-64.4% | $6,407-71.7% |
| Admin fee / account holder | $10,760 | $15,207-29.2% | $12,098-11.1% | $12,270-12.3% |