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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 | $206,424 | $118,496+74.2% | $98,461+109.7% | $139,466+48.0% |
| Participation rate | 77.8% | 77.5%+0.3pp | 75.2%+2.6pp | 80.3%-2.6pp |
| Annual return | 19.97% | 18.96%+1.0pp | 21.17%-1.2pp | 373.66%-353.7pp |
| Employer contribution / active EE | $2,968 | $3,611-17.8% | $3,049-2.6% | $4,754-37.6% |
| Participant deferral / active EE | $1,033 | $5,393-80.8% | $4,738-78.2% | $6,712-84.6% |
| Admin fee / account holder | $3,247 | $14,056-76.9% | $8,961-63.8% | $11,409-71.5% |