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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 | $18,945 | $108,911-82.6% | $100,392-81.1% | $145,884-87.0% |
| Participation rate | 85.0% | 83.0%+2.0pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 13.85% | 58.23%-44.4pp | 49.45%-35.6pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,505 | $4,420-65.9% | $3,941-61.8% | $4,662-67.7% |
| Participant deferral / active EE | $2,253 | $8,459-73.4% | $8,090-72.1% | $6,690-66.3% |
| Admin fee / account holder | $5,792 | $9,698-40.3% | $7,904-26.7% | $13,392-56.8% |