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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 | $48,163 | $85,766-43.8% | $136,298-64.7% | $70,126-31.3% |
| Participation rate | 95.8% | 74.2%+21.7pp | 81.9%+13.9pp | 69.5%+26.3pp |
| Annual return | 15.14% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $7,067 | $2,966+138.3% | $4,696+50.5% | $2,343+201.7% |
| Participant deferral / active EE | $1,711 | $5,051-66.1% | $6,247-72.6% | $3,332-48.6% |
| Admin fee / account holder | $7,593 | $5,421+40.1% | $9,244-17.9% | $4,645+63.4% |