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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 | $46,266 | $127,387-63.7% | $115,038-59.8% | $125,389-63.1% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | 0.62% | 31.28%-30.7pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,975 | $5,166-61.8% | $4,608-57.1% | $4,866-59.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $430 | $9,516-95.5% | $8,175-94.7% | $9,541-95.5% |