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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 | $113,505 | $124,330-8.7% | $109,173+4.0% | $167,536-32.3% |
| Participation rate | 95.2% | 79.5%+15.8pp | 75.9%+19.4pp | 82.1%+13.1pp |
| Annual return | 16.06% | 26.04%-10.0pp | 25.75%-9.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $12,937 | $4,209+207.3% | $3,723+247.5% | $4,839+167.3% |
| Participant deferral / active EE | $956 | $5,256-81.8% | $4,654-79.5% | $6,342-84.9% |
| Admin fee / account holder | $17,421 | $7,974+118.5% | $6,755+157.9% | $12,315+41.5% |