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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 | $66,295 | $102,385-35.2% | $147,080-54.9% | $80,935-18.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.50% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,078 | $3,717-44.1% | $4,933-57.9% | $2,757-24.6% |
| Participant deferral / active EE | $2,504 | $6,651-62.4% | $8,066-69.0% | $4,299-41.8% |
| Admin fee / account holder | $1,287 | $7,951-83.8% | $12,989-90.1% | $6,924-81.4% |