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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 | $90,995 | $71,873+26.6% | $86,698+5.0% | $68,490+32.9% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -18.41% | 3.54%-22.0pp | 35.96%-54.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $3,750 | $2,173+72.5% | $2,837+32.2% | $2,597+44.4% |
| Participant deferral / active EE | $778 | $3,779-79.4% | $4,656-83.3% | $4,028-80.7% |
| Admin fee / account holder | $1,098 | $6,110-82.0% | $7,492-85.3% | $5,403-79.7% |