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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 | $40,940 | $162,821-74.9% | $133,978-69.4% | $158,982-74.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.42% | 41.95%-24.5pp | 45.10%-27.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,896 | $4,976-61.9% | $3,919-51.6% | $4,763-60.2% |
| Participant deferral / active EE | $1,433 | $5,910-75.7% | $5,047-71.6% | $5,983-76.0% |
| Admin fee / account holder | $1,560 | $11,742-86.7% | $8,930-82.5% | $11,252-86.1% |