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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 | $42,966 | $114,119-62.3% | $107,187-59.9% | $138,895-69.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 79.9%+15.1pp |
| Annual return | 14.83% | 273.21%-258.4pp | 204.55%-189.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $5,475 | $4,059+34.9% | $3,782+44.8% | $4,194+30.5% |
| Participant deferral / active EE | $1,370 | $5,538-75.3% | $5,096-73.1% | $6,396-78.6% |
| Admin fee / account holder | $9,374 | $10,024-6.5% | $9,162+2.3% | $12,562-25.4% |