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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 | $122,018 | $184,014-33.7% | $161,149-24.3% | $138,895-12.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.50% | 21.52%-10.0pp | 21.16%-9.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $5,217 | $5,055+3.2% | $4,360+19.7% | $4,194+24.4% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,367 | $18,027-14.8% | $15,194+1.1% | $12,562+22.3% |