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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 | $91,904 | $140,592-34.6% | $123,105-25.3% | $125,389-26.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -1.39% | 16.80%-18.2pp | 13.22%-14.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,360 | $6,041-77.5% | $5,151-73.6% | $4,866-72.1% |
| Participant deferral / active EE | $2,023 | $6,980-71.0% | $6,229-67.5% | $5,352-62.2% |
| Admin fee / account holder | $7,127 | $11,198-36.4% | $9,014-20.9% | $9,541-25.3% |