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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 | $138,312-38.8% | $122,979-31.2% | $155,188-45.5% |
| Participation rate | 72.7% | 80.2%-7.5pp | 77.2%-4.5pp | 80.8%-8.1pp |
| Annual return | 10.26% | 22.06%-11.8pp | 20.12%-9.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,210 | $5,592-78.4% | $5,003-75.8% | $6,531-81.5% |
| Admin fee / account holder | $4,545 | $15,089-69.9% | $12,864-64.7% | $14,480-68.6% |