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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 | $73,026 | $106,267-31.3% | $96,520-24.3% | $139,456-47.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 22.37% | 38.45%-16.1pp | 35.72%-13.3pp | 373.45%-351.1pp |
| Employer contribution / active EE | $1,362 | $4,105-66.8% | $3,739-63.6% | $4,753-71.4% |
| Participant deferral / active EE | $595 | $5,454-89.1% | $4,879-87.8% | $6,711-91.1% |
| Admin fee / account holder | $3,963 | $7,882-49.7% | $6,733-41.1% | $11,407-65.3% |