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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 | $43,043 | $99,345-56.7% | $84,753-49.2% | $273,972-84.3% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 7.89% | 22.93%-15.0pp | 22.78%-14.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $11,205 | $4,214+165.9% | $3,574+213.5% | $4,869+130.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,476 | $6,645+57.6% | $5,333+96.4% | $10,133+3.4% |