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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 | $59,593 | $197,637-69.8% | $177,848-66.5% | $158,982-62.5% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 11.04% | 58.77%-47.7pp | 48.33%-37.3pp | 302.99%-291.9pp |
| Employer contribution / active EE | $2,756 | $6,698-58.9% | $5,919-53.4% | $4,763-42.1% |
| Participant deferral / active EE | $1,649 | $8,405-80.4% | $7,714-78.6% | $5,983-72.4% |
| Admin fee / account holder | $18,530 | $15,406+20.3% | $12,431+49.1% | $11,252+64.7% |