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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 | $179,345 | $125,190+43.3% | $105,624+69.8% | $145,897+22.9% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 10.38% | 225.22%-214.8pp | 116.20%-105.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,228 | $3,720-67.0% | $3,168-61.2% | $4,663-73.7% |
| Participant deferral / active EE | $1,217 | $5,716-78.7% | $5,013-75.7% | $6,689-81.8% |
| Admin fee / account holder | $2,605 | $17,138-84.8% | $10,961-76.2% | $13,390-80.5% |