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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 | $122,350 | $157,304-22.2% | $141,197-13.3% | $152,909-20.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 25.71% | 64.34%-38.6pp | 71.41%-45.7pp | 345.46%-319.8pp |
| Employer contribution / active EE | $8,805 | $5,263+67.3% | $4,736+85.9% | $4,764+84.8% |
| Participant deferral / active EE | $1,657 | $7,111-76.7% | $6,710-75.3% | $5,851-71.7% |
| Admin fee / account holder | $1,188 | $12,126-90.2% | $10,265-88.4% | $11,601-89.8% |