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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 | $182,460 | $226,105-19.3% | $182,5400% | $152,897+19.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 19.93% | 192.58%-172.7pp | 148.58%-128.6pp | 345.43%-325.5pp |
| Employer contribution / active EE | $710 | $4,978-85.7% | $4,076-82.6% | $4,764-85.1% |
| Participant deferral / active EE | $826 | $6,370-87.0% | $5,525-85.0% | $5,851-85.9% |
| Admin fee / account holder | $5,961 | $10,706-44.3% | $8,593-30.6% | $11,599-48.6% |