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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 | $25,081 | $106,267-76.4% | $96,520-74.0% | $139,456-82.0% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 11.21% | 38.45%-27.2pp | 35.72%-24.5pp | 373.45%-362.2pp |
| Employer contribution / active EE | $1,523 | $4,105-62.9% | $3,739-59.3% | $4,753-68.0% |
| Participant deferral / active EE | $850 | $5,454-84.4% | $4,879-82.6% | $6,711-87.3% |
| Admin fee / account holder | $8,312 | $7,882+5.5% | $6,733+23.4% | $11,407-27.1% |