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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 | $193,993 | $99,345+95.3% | $84,753+128.9% | $273,972-29.2% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 6.14% | 22.93%-16.8pp | 22.78%-16.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,005 | $4,270-76.5% | $3,712-72.9% | $5,287-81.0% |
| Admin fee / account holder | $389 | $6,645-94.1% | $5,333-92.7% | $10,133-96.2% |