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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 | $52,586 | $148,629-64.6% | $135,982-61.3% | $139,487-62.3% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 13.76% | 79.33%-65.6pp | 68.32%-54.6pp | 373.84%-360.1pp |
| Employer contribution / active EE | $1,907 | $5,247-63.7% | $4,859-60.8% | $4,755-59.9% |
| Participant deferral / active EE | $2,472 | $8,102-69.5% | $7,760-68.1% | $6,713-63.2% |
| Admin fee / account holder | $667 | $12,406-94.6% | $10,767-93.8% | $11,407-94.1% |