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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 | $110,651 | $152,612-27.5% | $125,192-11.6% | $152,897-27.6% |
| Participation rate | 73.9% | 83.3%-9.4pp | 79.8%-5.9pp | 82.5%-8.5pp |
| Annual return | 16.74% | 54.85%-38.1pp | 43.79%-27.0pp | 345.43%-328.7pp |
| Employer contribution / active EE | $8,696 | $4,947+75.8% | $3,866+124.9% | $4,764+82.5% |
| Participant deferral / active EE | $928 | $5,868-84.2% | $4,937-81.2% | $5,851-84.1% |
| Admin fee / account holder | $1,046 | $13,437-92.2% | $9,704-89.2% | $11,599-91.0% |