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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 | $48,542 | $157,304-69.1% | $141,197-65.6% | $152,909-68.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.52% | 64.34%-44.8pp | 71.41%-51.9pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,866 | $5,263-64.5% | $4,736-60.6% | $4,764-60.8% |
| Participant deferral / active EE | $1,200 | $7,111-83.1% | $6,710-82.1% | $5,851-79.5% |
| Admin fee / account holder | $744 | $12,126-93.9% | $10,265-92.8% | $11,601-93.6% |