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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 | $110,998 | $157,304-29.4% | $141,197-21.4% | $152,909-27.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 23.03% | 64.34%-41.3pp | 71.41%-48.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,125 | $5,263-78.6% | $4,736-76.2% | $4,764-76.4% |
| Participant deferral / active EE | $578 | $7,111-91.9% | $6,710-91.4% | $5,851-90.1% |
| Admin fee / account holder | $5,166 | $12,126-57.4% | $10,265-49.7% | $11,601-55.5% |