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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 | $60,756 | $227,399-73.3% | $189,758-68.0% | $198,609-69.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 79.8%+9.1pp | 82.4%+6.5pp |
| Annual return | 16.29% | 61.03%-44.7pp | 52.62%-36.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,234 | $5,526-59.6% | $4,767-53.1% | $5,055-55.8% |
| Participant deferral / active EE | $3,040 | $6,837-55.5% | $5,856-48.1% | $6,977-56.4% |
| Admin fee / account holder | $622 | $25,162-97.5% | $20,388-96.9% | $19,030-96.7% |