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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 | $45,649 | $185,312-75.4% | $161,489-71.7% | $154,746-70.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 11.82% | 103.84%-92.0pp | 89.72%-77.9pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,466 | $4,769-69.3% | $4,268-65.6% | $4,379-66.5% |
| Participant deferral / active EE | $1,457 | $6,350-77.1% | $5,630-74.1% | $6,730-78.4% |
| Admin fee / account holder | $8,983 | $18,654-51.8% | $16,006-43.9% | $14,365-37.5% |