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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 | $92,879 | $136,307-31.9% | $106,619-12.9% | $273,972-66.1% |
| Participation rate | 76.9% | 84.8%-7.8pp | 78.0%-1.1pp | 83.0%-6.1pp |
| Annual return | 5.62% | 11.05%-5.4pp | 9.42%-3.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,154 | $5,190-77.8% | $3,947-70.8% | $4,869-76.3% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,627 | $8,625+81.2% | $6,418+143.5% | $10,133+54.2% |