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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 | $151,892 | $212,777-28.6% | $173,703-12.6% | $198,609-23.5% |
| Participation rate | 73.3% | 81.1%-7.7pp | 75.9%-2.6pp | 82.4%-9.0pp |
| Annual return | 16.63% | 18.82%-2.2pp | 17.46%-0.8pp | 202.70%-186.1pp |
| Employer contribution / active EE | $2,060 | $5,214-60.5% | $4,288-52.0% | $5,055-59.3% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,617 | $19,536-66.1% | $15,562-57.5% | $19,030-65.2% |