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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 | $38,292 | $117,433-67.4% | $99,475-61.5% | $152,897-75.0% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.5%-9.7pp |
| Annual return | 6.19% | 31.87%-25.7pp | 30.72%-24.5pp | 345.43%-339.2pp |
| Employer contribution / active EE | $536 | $3,013-82.2% | $2,540-78.9% | $4,764-88.7% |
| Participant deferral / active EE | $536 | $4,086-86.9% | $3,619-85.2% | $5,851-90.8% |
| Admin fee / account holder | $13,783 | $7,634+80.5% | $6,252+120.4% | $11,599+18.8% |