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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 | $73,378 | $183,539-60.0% | $155,556-52.8% | $145,897-49.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 61.31%-49.2pp | 64.84%-52.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,737 | $6,467-73.1% | $5,631-69.2% | $6,689-74.0% |
| Admin fee / account holder | $437 | $19,275-97.7% | $15,885-97.2% | $13,390-96.7% |