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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 | $38,171 | $85,766-55.5% | $136,298-72.0% | $70,126-45.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 16.30% | 31.46%-15.2pp | 5156.27%-5140.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,486 | $5,051-70.6% | $6,247-76.2% | $3,332-55.4% |
| Admin fee / account holder | $517 | $5,421-90.5% | $9,244-94.4% | $4,645-88.9% |