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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 | $49,167 | $81,870-39.9% | $119,622-58.9% | $68,486-28.2% |
| Participation rate | 82.0% | 71.9%+10.1pp | 79.3%+2.7pp | 67.9%+14.1pp |
| Annual return | -16.23% | -23.82%+7.6pp | -14.98%-1.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $3,831 | $2,692+42.3% | $4,232-9.5% | $2,597+47.6% |
| Participant deferral / active EE | $1,263 | $4,148-69.5% | $5,601-77.4% | $4,028-68.6% |
| Admin fee / account holder | $442 | $6,583-93.3% | $10,328-95.7% | $5,404-91.8% |