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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 | $68,297 | $166,089-58.9% | $164,928-58.6% | $145,978-53.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.33% | 100.26%-85.9pp | 70.08%-55.7pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,535 | $5,276-52.0% | $4,343-41.6% | $4,662-45.6% |
| Participant deferral / active EE | $478 | $6,961-93.1% | $6,034-92.1% | $6,690-92.9% |
| Admin fee / account holder | $1,918 | $16,641-88.5% | $12,684-84.9% | $13,400-85.7% |