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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 | $67,963 | $110,083-38.3% | $151,639-55.2% | $68,486-0.8% |
| Participation rate | 83.0% | 84.0%-1.0pp | 87.5%-4.5pp | 67.9%+15.1pp |
| Annual return | -16.99% | -10.12%-6.9pp | 3.34%-20.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,263 | $4,470-49.4% | $6,165-63.3% | $2,597-12.8% |
| Participant deferral / active EE | $2,477 | $6,526-62.0% | $8,363-70.4% | $4,028-38.5% |
| Admin fee / account holder | $803 | $7,718-89.6% | $11,613-93.1% | $5,404-85.1% |