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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 | $35,494 | $175,231-79.7% | $149,696-76.3% | $139,466-74.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 22.61% | 166.77%-144.2pp | 134.46%-111.8pp | 373.66%-351.0pp |
| Employer contribution / active EE | $1,480 | $5,478-73.0% | $4,821-69.3% | $4,754-68.9% |
| Participant deferral / active EE | $1,174 | $6,521-82.0% | $5,682-79.3% | $6,712-82.5% |
| Admin fee / account holder | $708 | $16,155-95.6% | $13,212-94.6% | $11,409-93.8% |