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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 | $96,048 | $156,398-38.6% | $147,318-34.8% | $138,895-30.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.19% | 78.75%-63.6pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,101 | $8,237-74.5% | $7,906-73.4% | $6,396-67.1% |
| Admin fee / account holder | $17,655 | $14,976+17.9% | $13,708+28.8% | $12,562+40.5% |