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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 | $114,173 | $185,905-38.6% | $170,057-32.9% | $139,487-18.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 22.05% | 60.56%-38.5pp | 53.42%-31.4pp | 373.84%-351.8pp |
| Employer contribution / active EE | $1,645 | $7,597-78.3% | $6,790-75.8% | $4,755-65.4% |
| Participant deferral / active EE | $2,115 | $11,627-81.8% | $10,411-79.7% | $6,713-68.5% |
| Admin fee / account holder | $869 | $15,397-94.4% | $12,826-93.2% | $11,407-92.4% |