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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 | $49,591 | $181,896-72.7% | $156,551-68.3% | $273,972-81.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.31% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,561 | $6,248-75.0% | $5,501-71.6% | $4,869-67.9% |
| Participant deferral / active EE | $893 | $5,550-83.9% | $4,871-81.7% | $5,287-83.1% |
| Admin fee / account holder | $657 | $15,560-95.8% | $13,028-95.0% | $10,133-93.5% |