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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 | $43,631 | $127,386-65.7% | $115,037-62.1% | $125,388-65.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.68% | 31.28%-33.0pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $11,122 | $5,166+115.3% | $4,608+141.4% | $4,866+128.5% |
| Participant deferral / active EE | $735 | $6,423-88.6% | $6,026-87.8% | $5,352-86.3% |
| Admin fee / account holder | $1,095 | $9,516-88.5% | $8,175-86.6% | $9,541-88.5% |