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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 | $196,140 | $134,817+45.5% | $123,973+58.2% | $155,188+26.4% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.7%+18.1pp | 80.8%+13.9pp |
| Annual return | 13.28% | 515.49%-502.2pp | 388.13%-374.8pp | 148.84%-135.6pp |
| Employer contribution / active EE | $9,536 | $4,425+115.5% | $4,126+131.1% | $4,248+124.5% |
| Participant deferral / active EE | $1,643 | $5,706-71.2% | $5,247-68.7% | $6,531-74.8% |
| Admin fee / account holder | $892 | $13,245-93.3% | $11,799-92.4% | $14,480-93.8% |