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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 | $181,062-14.2% | $158,223-1.8% | $155,188+0.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 79.2%-9.2pp | 80.8%-10.8pp |
| Annual return | 19.02% | 57.39%-38.4pp | 52.09%-33.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,852 | $4,565-59.4% | $4,109-54.9% | $4,248-56.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,523 | $18,825-91.9% | $16,047-90.5% | $14,480-89.5% |