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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 | $28,771 | $126,661-77.3% | $113,397-74.6% | $138,895-79.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 10.85% | 25.05%-14.2pp | 23.20%-12.3pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,256 | $3,456-63.7% | $2,977-57.8% | $4,194-70.1% |
| Participant deferral / active EE | $553 | $5,693-90.3% | $5,076-89.1% | $6,396-91.4% |
| Admin fee / account holder | $378 | $14,549-97.4% | $11,957-96.8% | $12,562-97.0% |