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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 | $48,133 | $107,666-55.3% | $102,184-52.9% | $154,746-68.9% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 12.55% | 29.33%-16.8pp | 31.58%-19.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,148 | $3,846-70.1% | $3,594-68.0% | $4,379-73.8% |
| Participant deferral / active EE | $2,015 | $8,719-76.9% | $8,309-75.8% | $6,730-70.1% |
| Admin fee / account holder | $40,973 | $12,943+216.6% | $11,609+252.9% | $14,365+185.2% |