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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 | $161,514 | $155,555+3.8% | $146,866+10.0% | $155,188+4.1% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 11.00% | 115.41%-104.4pp | 102.85%-91.9pp | 148.84%-137.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,460 | $8,044-81.8% | $7,759-81.2% | $6,531-77.6% |
| Admin fee / account holder | $34,237 | $14,755+132.0% | $13,620+151.4% | $14,480+136.4% |