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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 | $166,428 | $201,372-17.4% | $184,260-9.7% | $145,884+14.1% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 9.89% | 29.04%-19.1pp | 28.84%-18.9pp | 551.85%-542.0pp |
| Employer contribution / active EE | $2,397 | $7,024-65.9% | $6,427-62.7% | $4,662-48.6% |
| Participant deferral / active EE | $3,033 | $9,808-69.1% | $9,133-66.8% | $6,690-54.7% |
| Admin fee / account holder | $4,012 | $16,362-75.5% | $13,898-71.1% | $13,392-70.0% |