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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 | $99,615 | $122,962-19.0% | $71,585+39.2% | $138,895-28.3% |
| Participation rate | 94.7% | 68.9%+25.9pp | 68.2%+26.6pp | 79.9%+14.8pp |
| Annual return | 13.76% | 37.84%-24.1pp | 59.26%-45.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $11,619 | $2,620+343.6% | $1,669+596.3% | $4,194+177.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,923-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,496 | $6,488+61.8% | $4,712+122.8% | $12,562-16.4% |