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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 | $110,634 | $176,786-37.4% | $146,643-24.6% | $167,536-34.0% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 13.63% | 24.04%-10.4pp | 22.75%-9.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,508 | $5,161-70.8% | $4,137-63.5% | $4,839-68.8% |
| Participant deferral / active EE | $1,964 | $6,440-69.5% | $5,506-64.3% | $6,342-69.0% |
| Admin fee / account holder | $4,322 | $13,262-67.4% | $10,280-58.0% | $12,315-64.9% |