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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 | $50,424 | $126,661-60.2% | $113,397-55.5% | $138,895-63.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.43% | 25.05%-13.6pp | 23.20%-11.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,615 | $3,456-53.3% | $2,977-45.8% | $4,194-61.5% |
| Participant deferral / active EE | $1,456 | $5,693-74.4% | $5,076-71.3% | $6,396-77.2% |
| Admin fee / account holder | $33,294 | $14,549+128.8% | $11,957+178.5% | $12,562+165.0% |