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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 | $96,534 | $155,555-37.9% | $146,866-34.3% | $155,188-37.8% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 20.20% | 115.41%-95.2pp | 102.85%-82.7pp | 148.84%-128.6pp |
| Employer contribution / active EE | $11,873 | $4,647+155.5% | $4,425+168.3% | $4,248+179.5% |
| Participant deferral / active EE | $512 | $8,044-93.6% | $7,759-93.4% | $6,531-92.2% |
| Admin fee / account holder | $974 | $14,755-93.4% | $13,620-92.8% | $14,480-93.3% |