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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 | $72,023 | $201,370-64.2% | $184,256-60.9% | $145,897-50.6% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 12.02% | 29.05%-17.0pp | 28.85%-16.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $6,627 | $7,024-5.6% | $6,427+3.1% | $4,663+42.1% |
| Participant deferral / active EE | $1,224 | $9,808-87.5% | $9,133-86.6% | $6,689-81.7% |
| Admin fee / account holder | $3,986 | $16,364-75.6% | $13,899-71.3% | $13,390-70.2% |