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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 | $39,037 | $157,296-75.2% | $141,191-72.4% | $152,897-74.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.54% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,437 | $5,262-72.7% | $4,736-69.7% | $4,764-69.8% |
| Participant deferral / active EE | $1,610 | $7,111-77.4% | $6,710-76.0% | $5,851-72.5% |
| Admin fee / account holder | $1,215 | $12,125-90.0% | $10,264-88.2% | $11,599-89.5% |