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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 | $156,470 | $56,894+175.0% | $84,753+84.6% | $62,881+148.8% |
| Participation rate | 98.0% | 68.5%+29.5pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | 6.34% | 6.30%0pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $18,423 | $2,400+667.7% | $3,574+415.4% | $2,281+707.7% |
| Participant deferral / active EE | $702 | $2,709-74.1% | $3,712-81.1% | $3,203-78.1% |
| Admin fee / account holder | $28,323 | $3,581+690.9% | $5,333+431.1% | $4,296+559.3% |