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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 | $26,850 | $107,368-75.0% | $92,915-71.1% | $152,909-82.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 16.39% | 145.64%-129.3pp | 109.45%-93.1pp | 345.46%-329.1pp |
| Employer contribution / active EE | $3,779 | $4,222-10.5% | $3,653+3.4% | $4,764-20.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,142 | $7,082-83.9% | $5,796-80.3% | $11,601-90.2% |