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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 | $136,860-38.2% | $120,344-29.7% | $154,746-45.3% |
| Participation rate | 72.7% | 79.9%-7.2pp | 76.7%-4.0pp | 80.7%-8.0pp |
| Annual return | 10.26% | 21.38%-11.1pp | 20.30%-10.0pp | 172.34%-162.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,210 | $5,793-79.1% | $5,135-76.4% | $6,730-82.0% |
| Admin fee / account holder | $4,545 | $15,393-70.5% | $12,742-64.3% | $14,365-68.4% |