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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 | $54,953 | $154,209-64.4% | $130,062-57.7% | $139,487-60.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.89% | 32.52%-5.6pp | -137.37%+164.3pp | 373.84%-346.9pp |
| Employer contribution / active EE | $3,183 | $5,292-39.9% | $4,322-26.4% | $4,755-33.1% |
| Participant deferral / active EE | $1,417 | $6,709-78.9% | $5,821-75.7% | $6,713-78.9% |
| Admin fee / account holder | $964 | $13,988-93.1% | $10,601-90.9% | $11,407-91.5% |