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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 | $147,273 | $124,425+18.4% | $112,040+31.4% | $137,256+7.3% |
| Participation rate | 70.6% | 79.3%-8.7pp | 76.5%-5.9pp | 80.0%-9.4pp |
| Annual return | 10.19% | 24.72%-14.5pp | 24.52%-14.3pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $50 | $5,718-99.1% | $5,098-99.0% | $6,407-99.2% |
| Admin fee / account holder | $5,383 | $15,207-64.6% | $12,098-55.5% | $12,270-56.1% |