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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 | $153,731 | $171,272-10.2% | $127,803+20.3% | $152,909+0.5% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.0%-9.0pp | 82.5%-12.5pp |
| Annual return | 15.75% | 23.54%-7.8pp | 26.14%-10.4pp | 345.46%-329.7pp |
| Employer contribution / active EE | $6,676 | $5,451+22.5% | $4,576+45.9% | $4,764+40.1% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,018 | $14,540+3.3% | $9,399+59.8% | $11,601+29.5% |