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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 | $151,849 | $135,956+11.7% | $123,894+22.6% | $273,972-44.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.56% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $9,970 | $5,170+92.8% | $4,617+115.9% | $4,869+104.8% |
| Participant deferral / active EE | $1,634 | $6,343-74.2% | $5,984-72.7% | $5,287-69.1% |
| Admin fee / account holder | $1,283 | $9,817-86.9% | $8,357-84.7% | $10,133-87.3% |