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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 | $190,553 | $254,759-25.2% | $216,567-12.0% | $198,609-4.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 5.89% | 10.04%-4.2pp | 12.94%-7.1pp | 202.70%-196.8pp |
| Employer contribution / active EE | $1,765 | $6,096-71.1% | $5,216-66.2% | $5,055-65.1% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,212 | $26,311-61.2% | $21,981-53.5% | $19,030-46.3% |