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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 | $78,789 | $56,894+38.5% | $84,753-7.0% | $62,881+25.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.76% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,031 | $2,400-15.4% | $3,574-43.2% | $2,281-11.0% |
| Participant deferral / active EE | $188 | $2,709-93.1% | $3,712-94.9% | $3,203-94.1% |
| Admin fee / account holder | $17,695 | $3,581+394.1% | $5,333+231.8% | $4,296+311.9% |