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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 | $121,627 | $107,666+13.0% | $102,184+19.0% | $154,746-21.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.94% | 29.33%-14.4pp | 31.58%-16.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,200 | $3,846-68.8% | $3,594-66.6% | $4,379-72.6% |
| Participant deferral / active EE | $1,200 | $8,719-86.2% | $8,309-85.6% | $6,730-82.2% |
| Admin fee / account holder | $1,160 | $12,943-91.0% | $11,609-90.0% | $14,365-91.9% |