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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 | $78,359 | $167,353-53.2% | $143,797-45.5% | $134,545-41.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -19.19% | 0.48%-19.7pp | -0.04%-19.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,766 | $5,620-50.8% | $4,952-44.1% | $4,742-41.7% |
| Participant deferral / active EE | $1,785 | $6,447-72.3% | $5,638-68.3% | $6,401-72.1% |
| Admin fee / account holder | $1,608 | $18,096-91.1% | $14,679-89.0% | $11,431-85.9% |