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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 | $28,489 | $134,817-78.9% | $123,973-77.0% | $155,188-81.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 14.52% | 515.49%-501.0pp | 388.13%-373.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,181 | $4,425-73.3% | $4,126-71.4% | $4,248-72.2% |
| Participant deferral / active EE | $1,603 | $5,706-71.9% | $5,247-69.5% | $6,531-75.5% |
| Admin fee / account holder | $4,263 | $13,245-67.8% | $11,799-63.9% | $14,480-70.6% |