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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 | $87,218 | $183,539-52.5% | $155,556-43.9% | $145,897-40.2% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 13.20% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,738 | $5,315-48.5% | $4,675-41.4% | $4,663-41.3% |
| Participant deferral / active EE | $1,568 | $6,467-75.7% | $5,631-72.1% | $6,689-76.6% |
| Admin fee / account holder | $2,258 | $19,275-88.3% | $15,885-85.8% | $13,390-83.1% |