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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 | $53,657 | $166,242-67.7% | $165,071-67.5% | $145,884-63.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.90% | 100.44%-86.5pp | 70.17%-56.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,169 | $5,283-77.9% | $4,347-73.1% | $4,662-74.9% |
| Participant deferral / active EE | $1,727 | $6,964-75.2% | $6,035-71.4% | $6,690-74.2% |
| Admin fee / account holder | $6,798 | $16,658-59.2% | $12,695-46.4% | $13,392-49.2% |