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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 | $170,449 | $162,136+5.1% | $152,301+11.9% | $154,746+10.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 20.63% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,200 | $4,890-75.5% | $4,624-74.1% | $4,379-72.6% |
| Participant deferral / active EE | $1,875 | $8,341-77.5% | $8,004-76.6% | $6,730-72.1% |
| Admin fee / account holder | $673 | $15,759-95.7% | $14,398-95.3% | $14,365-95.3% |