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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 | $76,767 | $199,109-61.4% | $173,730-55.8% | $154,746-50.4% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 10.70% | 20.02%-9.3pp | 19.96%-9.3pp | 172.34%-161.6pp |
| Employer contribution / active EE | $4,313 | $5,311-18.8% | $4,577-5.8% | $4,379-1.5% |
| Participant deferral / active EE | $1,821 | $7,113-74.4% | $6,326-71.2% | $6,730-72.9% |
| Admin fee / account holder | $24,290 | $20,916+16.1% | $17,523+38.6% | $14,365+69.1% |