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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 | $25,999 | $118,496-78.1% | $98,461-73.6% | $139,466-81.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.46% | 18.96%-2.5pp | 21.17%-4.7pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,929 | $3,611+8.8% | $3,049+28.9% | $4,754-17.3% |
| Participant deferral / active EE | $267 | $5,393-95.1% | $4,738-94.4% | $6,712-96.0% |
| Admin fee / account holder | $1,324 | $14,056-90.6% | $8,961-85.2% | $11,409-88.4% |