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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 | $32,651 | $165,399-80.3% | $149,745-78.2% | $158,982-79.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.24% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.7pp |
| Employer contribution / active EE | $6,412 | $5,105+25.6% | $4,646+38.0% | $4,763+34.6% |
| Participant deferral / active EE | $904 | $7,183-87.4% | $6,843-86.8% | $5,983-84.9% |
| Admin fee / account holder | $345 | $10,811-96.8% | $9,312-96.3% | $11,252-96.9% |