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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 | $90,110 | $157,304-42.7% | $141,197-36.2% | $152,909-41.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 19.87% | 64.34%-44.5pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,917 | $7,111-73.0% | $6,710-71.4% | $5,851-67.2% |
| Admin fee / account holder | $12,623 | $12,126+4.1% | $10,265+23.0% | $11,601+8.8% |