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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 | $44,006 | $113,941-61.4% | $94,229-53.3% | $125,389-64.9% |
| Participation rate | 82.4% | 82.9%-0.5pp | 78.8%+3.6pp | 83.2%-0.8pp |
| Annual return | 0.91% | 5.29%-4.4pp | 10.68%-9.8pp | 282.24%-281.3pp |
| Employer contribution / active EE | $5,433 | $4,727+14.9% | $3,587+51.5% | $4,866+11.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $67,568 | $8,392+705.2% | $6,269+977.8% | $9,541+608.2% |