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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 | $43,463 | $197,637-78.0% | $177,848-75.6% | $158,982-72.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 13.29% | 58.77%-45.5pp | 48.33%-35.0pp | 302.99%-289.7pp |
| Employer contribution / active EE | $1,792 | $6,698-73.3% | $5,919-69.7% | $4,763-62.4% |
| Participant deferral / active EE | $2,049 | $8,405-75.6% | $7,714-73.4% | $5,983-65.8% |
| Admin fee / account holder | $350 | $15,406-97.7% | $12,431-97.2% | $11,252-96.9% |