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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 | $137,383 | $112,121+22.5% | $95,960+43.2% | $158,966-13.6% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 29.20% | 171.16%-142.0pp | 91.63%-62.4pp | 302.95%-273.8pp |
| Employer contribution / active EE | $1,129 | $3,199-64.7% | $2,541-55.6% | $4,762-76.3% |
| Participant deferral / active EE | $1,091 | $4,784-77.2% | $4,167-73.8% | $5,983-81.8% |
| Admin fee / account holder | $1,606 | $10,135-84.2% | $6,797-76.4% | $11,250-85.7% |