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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 | $192,822 | $149,679+28.8% | $117,039+64.8% | $147,586+30.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.33% | 19.31%-2.0pp | 18.95%-1.6pp | 578.59%-561.3pp |
| Employer contribution / active EE | $5,652 | $4,937+14.5% | $3,785+49.3% | $4,876+15.9% |
| Participant deferral / active EE | $1,240 | $4,912-74.7% | $3,929-68.4% | $5,439-77.2% |
| Admin fee / account holder | $89,300 | $7,856+1036.7% | $5,974+1394.9% | $10,886+720.3% |