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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 | $25,561 | $85,766-70.2% | $136,298-81.2% | $70,126-63.5% |
| Participation rate | 97.7% | 74.2%+23.6pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 17.90% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,090 | $2,966-63.3% | $4,696-76.8% | $2,343-53.5% |
| Participant deferral / active EE | $1,925 | $5,051-61.9% | $6,247-69.2% | $3,332-42.2% |
| Admin fee / account holder | $757 | $5,421-86.0% | $9,244-91.8% | $4,645-83.7% |