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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 | $185,312-16.2% | $161,489-3.8% | $154,746+0.4% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | 19.02% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,852 | $4,769-61.2% | $4,268-56.6% | $4,379-57.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,523 | $18,654-91.8% | $16,006-90.5% | $14,365-89.4% |