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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 | $18,899 | $87,166-78.3% | $76,735-75.4% | $137,256-86.2% |
| Participation rate | 94.7% | 74.4%+20.4pp | 69.5%+25.2pp | 80.0%+14.8pp |
| Annual return | 16.15% | 26.50%-10.3pp | 29.77%-13.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,008 | $2,904+3.6% | $2,454+22.6% | $4,156-27.6% |
| Participant deferral / active EE | $324 | $4,726-93.2% | $4,088-92.1% | $6,407-94.9% |
| Admin fee / account holder | $1,544 | $8,403-81.6% | $7,189-78.5% | $12,270-87.4% |