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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 | $155,311 | $227,399-31.7% | $189,758-18.2% | $198,609-21.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 19.02% | 61.03%-42.0pp | 52.62%-33.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $1,852 | $5,526-66.5% | $4,767-61.1% | $5,055-63.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,523 | $25,162-93.9% | $20,388-92.5% | $19,030-92.0% |