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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 | $213,785-46.8% | $185,441-38.6% | $155,188-26.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 14.92% | 19.97%-5.0pp | 20.16%-5.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $437 | $6,864-93.6% | $6,152-92.9% | $6,531-93.3% |
| Admin fee / account holder | $551 | $21,134-97.4% | $17,890-96.9% | $14,480-96.2% |