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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 | $27,536 | $167,533-83.6% | $151,645-81.8% | $134,545-79.5% |
| Participation rate | 73.7% | 88.4%-14.7pp | 87.5%-13.8pp | 81.2%-7.5pp |
| Annual return | -19.88% | 7.81%-27.7pp | 3.34%-23.2pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,589 | $6,828-76.7% | $6,165-74.2% | $4,742-66.5% |
| Participant deferral / active EE | $1,979 | $8,985-78.0% | $8,363-76.3% | $6,401-69.1% |
| Admin fee / account holder | $3,750 | $13,781-72.8% | $11,614-67.7% | $11,431-67.2% |