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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 | $84,640 | $167,415-49.4% | $140,514-39.8% | $198,609-57.4% |
| Participation rate | 72.7% | 80.9%-8.2pp | 77.8%-5.1pp | 82.4%-9.7pp |
| Annual return | 10.26% | 13.85%-3.6pp | 14.36%-4.1pp | 202.70%-192.4pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,210 | $5,579-78.3% | $4,919-75.4% | $6,977-82.7% |
| Admin fee / account holder | $4,545 | $16,730-72.8% | $13,697-66.8% | $19,030-76.1% |