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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 | $53,695 | $106,864-49.8% | $147,318-63.6% | $82,637-35.0% |
| Participation rate | 75.5% | 75.5%0pp | 82.1%-6.6pp | 68.1%+7.4pp |
| Annual return | 15.18% | 27.49%-12.3pp | 70.43%-55.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,671 | $3,417-51.1% | $4,593-63.6% | $2,552-34.5% |
| Participant deferral / active EE | $2,039 | $6,496-68.6% | $7,906-74.2% | $4,126-50.6% |
| Admin fee / account holder | $11,715 | $8,415+39.2% | $13,708-14.5% | $7,339+59.6% |