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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 | $20,053 | $53,837-62.8% | $75,714-73.5% | $85,847-76.6% |
| Participation rate | 84.2% | 69.1%+15.2pp | 74.8%+9.4pp | 69.3%+14.9pp |
| Annual return | 28.54% | 24.54%+4.0pp | 104.62%-76.1pp | 318.61%-290.1pp |
| Employer contribution / active EE | $632 | $2,017-68.7% | $2,744-77.0% | $2,565-75.4% |
| Participant deferral / active EE | $390 | $2,895-86.5% | $3,820-89.8% | $3,952-90.1% |
| Admin fee / account holder | $1,154 | $3,339-65.4% | $3,619-68.1% | $6,261-81.6% |