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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 | $113,803 | $184,014-38.2% | $161,149-29.4% | $138,895-18.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 14.92% | 21.52%-6.6pp | 21.16%-6.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $437 | $6,909-93.7% | $6,153-92.9% | $6,396-93.2% |
| Admin fee / account holder | $551 | $18,027-96.9% | $15,194-96.4% | $12,562-95.6% |