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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 | $15,578 | $154,228-89.9% | $145,433-89.3% | $137,256-88.7% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 17.73% | 74.59%-56.9pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,204 | $8,216-85.3% | $7,897-84.7% | $6,407-81.2% |
| Admin fee / account holder | $4,972 | $14,344-65.3% | $13,129-62.1% | $12,270-59.5% |