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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 | $52,055 | $77,817-33.1% | $123,553-57.9% | $64,173-18.9% |
| Participation rate | 75.6% | 74.7%+0.9pp | 82.3%-6.7pp | 69.6%+6.0pp |
| Annual return | 0.08% | 12.49%-12.4pp | 119.21%-119.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,646 | $3,014-12.2% | $4,628-42.8% | $2,381+11.2% |
| Participant deferral / active EE | $2,045 | $5,240-61.0% | $6,426-68.2% | $3,470-41.1% |
| Admin fee / account holder | $2,387 | $5,519-56.8% | $9,284-74.3% | $4,887-51.2% |