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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 | $60,884 | $133,981-54.6% | $112,249-45.8% | $134,532-54.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.94% | 47.16%-63.1pp | 27.48%-43.4pp | 418.27%-434.2pp |
| Employer contribution / active EE | $14,949 | $4,040+270.0% | $3,636+311.1% | $4,741+215.3% |
| Participant deferral / active EE | $949 | $5,292-82.1% | $4,729-79.9% | $6,401-85.2% |
| Admin fee / account holder | $3,371 | $7,492-55.0% | $6,412-47.4% | $11,429-70.5% |