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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 | $62,552 | $162,967-61.6% | $135,792-53.9% | $138,895-55.0% |
| Participation rate | 81.8% | 78.3%+3.5pp | 72.6%+9.2pp | 79.9%+1.9pp |
| Annual return | 16.99% | 30.08%-13.1pp | 25.96%-9.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,120 | $4,211-73.4% | $3,496-68.0% | $4,194-73.3% |
| Participant deferral / active EE | $1,052 | $5,640-81.4% | $4,759-77.9% | $6,396-83.6% |
| Admin fee / account holder | $844 | $15,306-94.5% | $12,266-93.1% | $12,562-93.3% |