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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 | $16,691 | $154,228-89.2% | $145,433-88.5% | $137,256-87.8% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 14.34% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,625 | $4,804-66.2% | $4,554-64.3% | $4,156-60.9% |
| Participant deferral / active EE | $1,767 | $8,216-78.5% | $7,897-77.6% | $6,407-72.4% |
| Admin fee / account holder | $744 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |