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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 | $104,816 | $254,759-58.9% | $216,567-51.6% | $198,609-47.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 27.11% | 10.04%+17.1pp | 12.94%+14.2pp | 202.70%-175.6pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,042 | $6,948-85.0% | $6,191-83.2% | $6,977-85.1% |
| Admin fee / account holder | $12,333 | $26,311-53.1% | $21,981-43.9% | $19,030-35.2% |