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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 | $53,372 | $202,342-73.6% | $172,753-69.1% | $152,909-65.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.50% | 1029.88%-1016.4pp | 803.00%-789.5pp | 345.46%-332.0pp |
| Employer contribution / active EE | $4,465 | $5,857-23.8% | $5,144-13.2% | $4,764-6.3% |
| Participant deferral / active EE | $1,150 | $5,948-80.7% | $5,198-77.9% | $5,851-80.4% |
| Admin fee / account holder | $2,648 | $17,112-84.5% | $13,956-81.0% | $11,601-77.2% |