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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 | $35,937 | $115,814-69.0% | $101,275-64.5% | $158,982-77.4% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 12.94% | 56.16%-43.2pp | 46.48%-33.5pp | 302.99%-290.0pp |
| Employer contribution / active EE | $11,518 | $4,176+175.8% | $3,660+214.7% | $4,763+141.8% |
| Participant deferral / active EE | $447 | $4,958-91.0% | $4,371-89.8% | $5,983-92.5% |
| Admin fee / account holder | $2,262 | $7,249-68.8% | $5,948-62.0% | $11,252-79.9% |