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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 | $28,526 | $174,379-83.6% | $152,093-81.2% | $138,895-79.5% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 13.81% | 74.86%-61.1pp | 66.36%-52.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $516 | $6,159-91.6% | $5,451-90.5% | $6,396-91.9% |
| Admin fee / account holder | $1,475 | $16,880-91.3% | $14,497-89.8% | $12,562-88.3% |