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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 | $148,670 | $111,301+33.6% | $112,977+31.6% | $158,982-6.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 17.09% | 26.40%-9.3pp | 24.24%-7.1pp | 302.99%-285.9pp |
| Employer contribution / active EE | $7,010 | $4,471+56.8% | $4,255+64.8% | $4,763+47.2% |
| Participant deferral / active EE | $1,098 | $5,880-81.3% | $5,836-81.2% | $5,983-81.6% |
| Admin fee / account holder | $13,304 | $8,392+58.5% | $6,294+111.4% | $11,252+18.2% |