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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 | $94,477 | $110,307-14.4% | $96,576-2.2% | $139,456-32.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 17.85% | 26.40%-8.5pp | 25.87%-8.0pp | 373.45%-355.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $135 | $5,547-97.6% | $4,851-97.2% | $6,711-98.0% |
| Admin fee / account holder | $1,204 | $11,597-89.6% | $8,253-85.4% | $11,407-89.4% |