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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 | $58,846 | $167,415-64.9% | $140,514-58.1% | $198,609-70.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 5.48% | 13.85%-8.4pp | 14.36%-8.9pp | 202.70%-197.2pp |
| Employer contribution / active EE | $1,735 | $4,088-57.6% | $3,378-48.7% | $5,055-65.7% |
| Participant deferral / active EE | $2,230 | $5,579-60.0% | $4,919-54.7% | $6,977-68.0% |
| Admin fee / account holder | $3,059 | $16,730-81.7% | $13,697-77.7% | $19,030-83.9% |