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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 | $138,829 | $217,432-36.2% | $185,849-25.3% | $167,536-17.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.21% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $2,752 | $5,875-53.2% | $5,169-46.8% | $4,839-43.1% |
| Participant deferral / active EE | $1,350 | $6,357-78.8% | $5,569-75.8% | $6,342-78.7% |
| Admin fee / account holder | $1,705 | $19,818-91.4% | $16,244-89.5% | $12,315-86.2% |