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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 | $15,309 | $107,666-85.8% | $102,184-85.0% | $154,746-90.1% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 14.76% | 29.33%-14.6pp | 31.58%-16.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,461 | $3,846-62.0% | $3,594-59.4% | $4,379-66.6% |
| Participant deferral / active EE | $1,934 | $8,719-77.8% | $8,309-76.7% | $6,730-71.3% |
| Admin fee / account holder | $4,037 | $12,943-68.8% | $11,609-65.2% | $14,365-71.9% |