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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 | $30,377 | $108,911-72.1% | $100,392-69.7% | $145,884-79.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.70% | 58.23%-45.5pp | 49.45%-36.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,025 | $8,459-87.9% | $8,090-87.3% | $6,690-84.7% |
| Admin fee / account holder | $1,021 | $9,698-89.5% | $7,904-87.1% | $13,392-92.4% |