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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 | $126,661+22.2% | $113,397+36.4% | $138,895+11.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 12.23% | 25.05%-12.8pp | 23.20%-11.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $7,500 | $3,456+117.0% | $2,977+151.9% | $4,194+78.8% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,394 | $14,549-76.7% | $11,957-71.6% | $12,562-73.0% |