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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 | $54,057 | $138,312-60.9% | $122,979-56.0% | $155,188-65.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.37% | 22.06%-10.7pp | 20.12%-8.7pp | 148.84%-137.5pp |
| Employer contribution / active EE | $1,692 | $3,530-52.1% | $3,062-44.8% | $4,248-60.2% |
| Participant deferral / active EE | $1,695 | $5,592-69.7% | $5,003-66.1% | $6,531-74.1% |
| Admin fee / account holder | $1,107 | $15,089-92.7% | $12,864-91.4% | $14,480-92.4% |