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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 | $20,609 | $117,829-82.5% | $102,423-79.9% | $145,877-85.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,345 | $3,615-62.8% | $3,023-55.5% | $4,663-71.2% |
| Participant deferral / active EE | $1,500 | $5,732-73.8% | $5,054-70.3% | $6,691-77.6% |
| Admin fee / account holder | $6,079 | $13,335-54.4% | $9,455-35.7% | $13,402-54.6% |