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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 | $206,113 | $100,811+104.5% | $86,698+137.7% | $134,545+53.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -16.03% | 29.11%-45.1pp | 35.96%-52.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $4,089 | $3,490+17.2% | $2,837+44.1% | $4,742-13.8% |
| Participant deferral / active EE | $1,091 | $5,339-79.6% | $4,656-76.6% | $6,401-83.0% |
| Admin fee / account holder | $5,114 | $10,926-53.2% | $7,492-31.7% | $11,431-55.3% |