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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 | $97,532 | $88,672+10.0% | $105,223-7.3% | $82,448+18.3% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 17.92% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $6,534 | $3,048+114.4% | $3,689+77.1% | $2,551+156.1% |
| Participant deferral / active EE | $913 | $4,036-77.4% | $5,072-82.0% | $4,139-77.9% |
| Admin fee / account holder | $10,188 | $7,146+42.6% | $8,859+15.0% | $7,234+40.8% |