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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 | $81,681 | $125,237-34.8% | $105,608-22.7% | $145,877-44.0% |
| Participation rate | 73.3% | 77.7%-4.3pp | 75.3%-2.0pp | 80.3%-7.0pp |
| Annual return | 10.26% | 225.76%-215.5pp | 116.50%-106.2pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,315 | $5,711-77.0% | $5,010-73.7% | $6,691-80.3% |
| Admin fee / account holder | $770 | $17,287-95.5% | $11,028-93.0% | $13,402-94.3% |