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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 | $28,846 | $73,988-61.0% | $96,538-70.1% | $75,177-61.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.30% | 26.73%-8.4pp | 35.74%-17.4pp | 160.75%-142.4pp |
| Employer contribution / active EE | $17,805 | $2,930+507.6% | $3,740+376.0% | $2,671+566.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,825 | $5,220-65.0% | $6,737-72.9% | $5,651-67.7% |