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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 | $132,783 | $196,972-32.6% | $182,262-27.1% | $198,609-33.1% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 11.39% | 158.27%-146.9pp | 140.60%-129.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $2,827 | $5,364-47.3% | $5,046-44.0% | $5,055-44.1% |
| Participant deferral / active EE | $2,875 | $8,643-66.7% | $8,276-65.3% | $6,977-58.8% |
| Admin fee / account holder | $1,176 | $18,429-93.6% | $16,712-93.0% | $19,030-93.8% |