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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 | $66,352 | $167,353-60.4% | $143,797-53.9% | $134,545-50.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.61% | 0.48%-14.1pp | -0.04%-13.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $4,914 | $5,620-12.6% | $4,952-0.8% | $4,742+3.6% |
| Participant deferral / active EE | $652 | $6,447-89.9% | $5,638-88.4% | $6,401-89.8% |
| Admin fee / account holder | $494 | $18,096-97.3% | $14,679-96.6% | $11,431-95.7% |