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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 | $91,662 | $199,109-54.0% | $173,730-47.2% | $154,746-40.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 9.65% | 20.02%-10.4pp | 19.96%-10.3pp | 172.34%-162.7pp |
| Employer contribution / active EE | $8,571 | $5,311+61.4% | $4,577+87.3% | $4,379+95.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,799 | $20,916-19.7% | $17,523-4.1% | $14,365+16.9% |