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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 | $66,082 | $100,805-34.4% | $86,698-23.8% | $134,532-50.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.44% | 29.09%-45.5pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,309 | $3,490-62.5% | $2,837-53.9% | $4,741-72.4% |
| Participant deferral / active EE | $1,217 | $5,339-77.2% | $4,656-73.9% | $6,401-81.0% |
| Admin fee / account holder | $80,524 | $10,925+637.0% | $7,493+974.7% | $11,429+604.6% |