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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 | $44,284 | $77,816-43.1% | $123,552-64.2% | $64,173-31.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.97% | 12.49%-13.5pp | 119.20%-120.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $1,366 | $3,014-54.7% | $4,628-70.5% | $2,381-42.6% |
| Participant deferral / active EE | $1,591 | $5,240-69.6% | $6,426-75.2% | $3,470-54.1% |
| Admin fee / account holder | $726 | $5,519-86.8% | $9,285-92.2% | $4,887-85.1% |