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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 | $29,160 | $72,177-59.6% | $115,038-74.7% | $59,633-51.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.38% | 12.02%-11.6pp | 26.14%-25.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $2,909 | $2,841+2.4% | $4,608-36.9% | $2,203+32.1% |
| Participant deferral / active EE | $1,872 | $4,783-60.9% | $6,026-68.9% | $3,192-41.3% |
| Admin fee / account holder | $22,524 | $4,927+357.2% | $8,175+175.5% | $4,297+424.2% |