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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 | $112,413 | $213,785-47.4% | $185,441-39.4% | $155,188-27.6% |
| Participation rate | 92.9% | 83.2%+9.6pp | 80.3%+12.6pp | 80.8%+12.1pp |
| Annual return | 13.09% | 19.97%-6.9pp | 20.16%-7.1pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,022 | $6,864-85.1% | $6,152-83.4% | $6,531-84.4% |
| Admin fee / account holder | $1,766 | $21,134-91.6% | $17,890-90.1% | $14,480-87.8% |