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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 | $37,335 | $178,174-79.0% | $156,181-76.1% | $137,256-72.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.64% | 84.19%-68.6pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,140 | $4,972-36.8% | $4,294-26.9% | $4,156-24.5% |
| Participant deferral / active EE | $1,677 | $6,888-75.6% | $6,132-72.6% | $6,407-73.8% |
| Admin fee / account holder | $1,059 | $17,404-93.9% | $14,586-92.7% | $12,270-91.4% |