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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 | $62,639 | $111,814-44.0% | $103,374-39.4% | $145,959-57.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.34% | 24.77%-12.4pp | 24.89%-12.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $13,631 | $4,214+223.5% | $3,869+252.3% | $4,661+192.5% |
| Participant deferral / active EE | $1,034 | $5,618-81.6% | $5,058-79.6% | $6,689-84.5% |
| Admin fee / account holder | $11,004 | $9,754+12.8% | $8,394+31.1% | $13,398-17.9% |