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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 | $154,722 | $138,312+11.9% | $122,979+25.8% | $155,188-0.3% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 12.23% | 22.06%-9.8pp | 20.12%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $7,500 | $3,530+112.4% | $3,062+144.9% | $4,248+76.6% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,394 | $15,089-77.5% | $12,864-73.6% | $14,480-76.6% |