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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 | $6,829 | $101,618-93.3% | $93,063-92.7% | $137,256-95.0% |
| Participation rate | 84.6% | 74.9%+9.7pp | 72.1%+12.5pp | 80.0%+4.7pp |
| Annual return | 19.76% | 223.95%-204.2pp | 34.15%-14.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $976 | $2,707-63.9% | $2,476-60.6% | $4,156-76.5% |
| Participant deferral / active EE | $577 | $4,279-86.5% | $3,958-85.4% | $6,407-91.0% |
| Admin fee / account holder | $598 | $6,198-90.4% | $6,033-90.1% | $12,270-95.1% |