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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 | $18,908 | $115,225-83.6% | $100,712-81.2% | $138,895-86.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.96% | 40.35%-26.4pp | 33.27%-19.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,597 | $2,771-6.3% | $2,313+12.3% | $4,194-38.1% |
| Participant deferral / active EE | $708 | $4,699-84.9% | $4,085-82.7% | $6,396-88.9% |
| Admin fee / account holder | $540 | $10,844-95.0% | $9,256-94.2% | $12,562-95.7% |