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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 | $72,035 | $162,136-55.6% | $152,301-52.7% | $154,746-53.4% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 17.51% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $6,439 | $4,890+31.7% | $4,624+39.2% | $4,379+47.0% |
| Participant deferral / active EE | $801 | $8,341-90.4% | $8,004-90.0% | $6,730-88.1% |
| Admin fee / account holder | $2,225 | $15,759-85.9% | $14,398-84.5% | $14,365-84.5% |