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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 | $34,357 | $78,425-56.2% | $95,956-64.2% | $79,858-57.0% |
| Participation rate | 76.5% | 73.5%+3.0pp | 77.1%-0.6pp | 69.6%+6.8pp |
| Annual return | 11.94% | 19.37%-7.4pp | 91.63%-79.7pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,151 | $1,945-40.8% | $2,541-54.7% | $2,471-53.4% |
| Participant deferral / active EE | $1,377 | $3,440-60.0% | $4,167-66.9% | $3,740-63.2% |
| Admin fee / account holder | $1,808 | $5,622-67.8% | $6,797-73.4% | $5,306-65.9% |