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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 | $166,738 | $110,240+51.3% | $96,544+72.7% | $139,487+19.5% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 12.44% | 26.41%-14.0pp | 25.88%-13.4pp | 373.84%-361.4pp |
| Employer contribution / active EE | $7,343 | $3,622+102.7% | $2,966+147.5% | $4,755+54.4% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $11,106 | $11,602-4.3% | $8,254+34.5% | $11,407-2.6% |