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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 | $102,024 | $115,917-12.0% | $100,535+1.5% | $158,982-35.8% |
| Participation rate | 73.3% | 81.6%-8.3pp | 79.4%-6.1pp | 82.0%-8.6pp |
| Annual return | 9.59% | 34.80%-25.2pp | 30.90%-21.3pp | 302.99%-293.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,194 | $6,677-82.1% | $6,271-81.0% | $5,983-80.0% |
| Admin fee / account holder | $1,845 | $11,002-83.2% | $8,085-77.2% | $11,252-83.6% |