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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 | $173,490 | $153,769+12.8% | $133,975+29.5% | $273,972-36.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.48% | 36.51%-27.0pp | 29.29%-19.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $11,110 | $6,029+84.3% | $5,211+113.2% | $4,869+128.2% |
| Participant deferral / active EE | $321 | $6,958-95.4% | $6,282-94.9% | $5,287-93.9% |
| Admin fee / account holder | $333 | $11,765-97.2% | $9,324-96.4% | $10,133-96.7% |