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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 | $118,094 | $165,381-28.6% | $149,730-21.1% | $158,966-25.7% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 13.83% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,370 | $7,182-80.9% | $6,843-80.0% | $5,983-77.1% |
| Admin fee / account holder | $12,898 | $10,809+19.3% | $9,310+38.5% | $11,250+14.7% |