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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 | $31,096 | $102,385-69.6% | $147,080-78.9% | $80,935-61.6% |
| Participation rate | 72.1% | 75.9%-3.8pp | 82.2%-10.1pp | 67.7%+4.4pp |
| Annual return | 16.37% | 135.09%-118.7pp | 420.17%-403.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $1,142 | $3,717-69.3% | $4,933-76.8% | $2,757-58.6% |
| Participant deferral / active EE | $2,309 | $6,651-65.3% | $8,066-71.4% | $4,299-46.3% |
| Admin fee / account holder | $526 | $7,951-93.4% | $12,989-96.0% | $6,924-92.4% |