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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 | $124,064 | $117,895+5.2% | $102,460+21.1% | $145,897-15.0% |
| Participation rate | 78.3% | 78.6%-0.4pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 16.27% | 31.92%-15.7pp | 29.47%-13.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,319 | $3,619-63.6% | $3,025-56.4% | $4,663-71.7% |
| Participant deferral / active EE | $1,713 | $5,736-70.1% | $5,056-66.1% | $6,689-74.4% |
| Admin fee / account holder | $11,631 | $13,353-12.9% | $9,460+22.9% | $13,390-13.1% |