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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 | $40,972 | $165,381-75.2% | $149,730-72.6% | $158,966-74.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 18.42% | 348.29%-329.9pp | 276.70%-258.3pp | 302.95%-284.5pp |
| Employer contribution / active EE | $1,074 | $5,104-79.0% | $4,645-76.9% | $4,762-77.4% |
| Participant deferral / active EE | $1,275 | $7,182-82.2% | $6,843-81.4% | $5,983-78.7% |
| Admin fee / account holder | $3,451 | $10,809-68.1% | $9,310-62.9% | $11,250-69.3% |