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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 | $51,670 | $157,304-67.2% | $141,197-63.4% | $152,909-66.2% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 19.45% | 64.34%-44.9pp | 71.41%-52.0pp | 345.46%-326.0pp |
| Employer contribution / active EE | $3,202 | $5,263-39.2% | $4,736-32.4% | $4,764-32.8% |
| Participant deferral / active EE | $1,669 | $7,111-76.5% | $6,710-75.1% | $5,851-71.5% |
| Admin fee / account holder | $6,860 | $12,126-43.4% | $10,265-33.2% | $11,601-40.9% |