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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 | $82,025 | $102,609-20.1% | $98,090-16.4% | $138,895-40.9% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 15.41% | 36.44%-21.0pp | 37.05%-21.6pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,142 | $3,867-44.6% | $3,606-40.6% | $4,194-48.9% |
| Participant deferral / active EE | $1,065 | $8,167-87.0% | $7,845-86.4% | $6,396-83.3% |
| Admin fee / account holder | $8,109 | $11,434-29.1% | $11,815-31.4% | $12,562-35.4% |