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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 | $55,858 | $133,998-58.3% | $112,263-50.2% | $134,545-58.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.46% | 47.17%-65.6pp | 27.49%-46.0pp | 418.37%-436.8pp |
| Employer contribution / active EE | $4,059 | $4,040+0.5% | $3,636+11.6% | $4,742-14.4% |
| Participant deferral / active EE | $496 | $5,292-90.6% | $4,729-89.5% | $6,401-92.2% |
| Admin fee / account holder | $1,228 | $7,493-83.6% | $6,410-80.8% | $11,431-89.3% |