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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 | $127,900 | $71,230+79.6% | $93,727+36.5% | $80,959+58.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 14.33% | 11.26%+3.1pp | 133.83%-119.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $10,754 | $1,565+587.0% | $2,421+344.1% | $2,757+290.0% |
| Participant deferral / active EE | $587 | $4,037-85.5% | $4,417-86.7% | $4,300-86.4% |
| Admin fee / account holder | $3,705 | $6,961-46.8% | $8,292-55.3% | $6,925-46.5% |