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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 | $91,091 | $108,897-16.4% | $100,378-9.3% | $145,877-37.6% |
| Participation rate | 76.5% | 83.0%-6.5pp | 81.5%-5.0pp | 80.3%-3.8pp |
| Annual return | 10.35% | 58.17%-47.8pp | 49.41%-39.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $9,725 | $4,420+120.0% | $3,942+146.7% | $4,663+108.6% |
| Participant deferral / active EE | $1,348 | $8,455-84.1% | $8,087-83.3% | $6,691-79.9% |
| Admin fee / account holder | $8,857 | $9,690-8.6% | $7,899+12.1% | $13,402-33.9% |