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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 | $73,926 | $64,706+14.2% | $112,244-34.1% | $68,498+7.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.76% | -11.40%-2.4pp | 27.46%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $16,958 | $2,746+517.5% | $3,635+366.5% | $2,596+553.1% |
| Participant deferral / active EE | $32 | $3,565-99.1% | $4,728-99.3% | $4,027-99.2% |
| Admin fee / account holder | $9,923 | $5,231+89.7% | $6,411+54.8% | $5,403+83.7% |