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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 | $47,746 | $125,797-62.0% | $170,057-71.9% | $75,177-36.5% |
| Participation rate | 90.6% | 83.6%+7.0pp | 87.0%+3.6pp | 67.2%+23.4pp |
| Annual return | 15.09% | 27.20%-12.1pp | 53.42%-38.3pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,629 | $4,616-64.7% | $6,790-76.0% | $2,671-39.0% |
| Participant deferral / active EE | $2,992 | $6,838-56.2% | $10,411-71.3% | $4,126-27.5% |
| Admin fee / account holder | $2,540 | $8,177-68.9% | $12,826-80.2% | $5,651-55.1% |