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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 | $100,452 | $162,812-38.3% | $133,971-25.0% | $158,966-36.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.55% | 41.94%-31.4pp | 45.09%-34.5pp | 302.95%-292.4pp |
| Employer contribution / active EE | $2,348 | $4,976-52.8% | $3,919-40.1% | $4,762-50.7% |
| Participant deferral / active EE | $1,698 | $5,910-71.3% | $5,047-66.4% | $5,983-71.6% |
| Admin fee / account holder | $5,037 | $11,741-57.1% | $8,929-43.6% | $11,250-55.2% |