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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 | $177,156-14.3% | $147,027+3.3% | $154,746-1.8% |
| Participation rate | 73.3% | 79.4%-6.0pp | 73.7%-0.4pp | 80.7%-7.4pp |
| Annual return | 16.63% | 21.94%-5.3pp | 20.23%-3.6pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,060 | $4,336-52.5% | $3,626-43.2% | $4,379-53.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,617 | $14,904-55.6% | $12,223-45.9% | $14,365-53.9% |