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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 | $67,716 | $129,737-47.8% | $119,126-43.2% | $154,746-56.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 10.03% | 379.08%-369.0pp | 282.11%-272.1pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,600 | $4,375-40.6% | $4,034-35.5% | $4,379-40.6% |
| Participant deferral / active EE | $763 | $5,842-86.9% | $5,318-85.6% | $6,730-88.7% |
| Admin fee / account holder | $913 | $11,961-92.4% | $10,693-91.5% | $14,365-93.6% |