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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 | $27,153 | $157,304-82.7% | $141,197-80.8% | $152,909-82.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.76% | 64.34%-42.6pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $8,089 | $5,263+53.7% | $4,736+70.8% | $4,764+69.8% |
| Participant deferral / active EE | $1,080 | $7,111-84.8% | $6,710-83.9% | $5,851-81.5% |
| Admin fee / account holder | $334 | $12,126-97.2% | $10,265-96.7% | $11,601-97.1% |