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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 | $17,312 | $183,592-90.6% | $155,574-88.9% | $145,877-88.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.60% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,281 | $5,317-75.9% | $4,676-72.6% | $4,663-72.5% |
| Participant deferral / active EE | $1,689 | $6,466-73.9% | $5,629-70.0% | $6,691-74.8% |
| Admin fee / account holder | $2,387 | $19,316-87.6% | $15,914-85.0% | $13,402-82.2% |