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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 | $39,999 | $77,164-48.2% | $178,014-77.5% | $80,874-50.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 17.71% | 18.09%-0.4pp | 294.80%-277.1pp | 35.62%-17.9pp |
| Employer contribution / active EE | $9,438 | $2,288+312.6% | $3,950+138.9% | $2,756+242.5% |
| Participant deferral / active EE | $1,227 | $4,408-72.2% | $6,276-80.4% | $4,297-71.4% |
| Admin fee / account holder | $1,127 | $7,164-84.3% | $10,362-89.1% | $6,935-83.8% |