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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 | $153,393 | $132,634+15.7% | $115,768+32.5% | $137,256+11.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 13.21% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,203 | $3,360-64.2% | $2,940-59.1% | $4,156-71.0% |
| Participant deferral / active EE | $860 | $5,619-84.7% | $4,917-82.5% | $6,407-86.6% |
| Admin fee / account holder | $28,916 | $15,028+92.4% | $12,439+132.5% | $12,270+135.7% |