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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 | $35,689 | $157,296-77.3% | $141,191-74.7% | $152,897-76.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 24.11% | 64.34%-40.2pp | 71.41%-47.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $1,968 | $5,262-62.6% | $4,736-58.4% | $4,764-58.7% |
| Participant deferral / active EE | $2,244 | $7,111-68.4% | $6,710-66.6% | $5,851-61.7% |
| Admin fee / account holder | $443 | $12,125-96.4% | $10,264-95.7% | $11,599-96.2% |