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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 | $39,171 | $115,225-66.0% | $100,712-61.1% | $138,895-71.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.84% | 40.35%-27.5pp | 33.27%-20.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $5,594 | $2,771+101.9% | $2,313+141.9% | $4,194+33.4% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $852 | $10,844-92.1% | $9,256-90.8% | $12,562-93.2% |