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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 | $172,111-9.8% | $150,298+3.3% | $137,256+13.2% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 19.02% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,852 | $4,636-60.0% | $4,154-55.4% | $4,156-55.4% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,523 | $16,471-90.8% | $14,116-89.2% | $12,270-87.6% |