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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 | $87,544 | $162,812-46.2% | $133,971-34.7% | $158,966-44.9% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 7.66% | 41.94%-34.3pp | 45.09%-37.4pp | 302.95%-295.3pp |
| Employer contribution / active EE | $3,372 | $4,976-32.2% | $3,919-14.0% | $4,762-29.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $340 | $11,741-97.1% | $8,929-96.2% | $11,250-97.0% |