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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 | $59,499 | $202,342-70.6% | $172,753-65.6% | $152,909-61.1% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 16.99% | 1029.88%-1012.9pp | 803.00%-786.0pp | 345.46%-328.5pp |
| Employer contribution / active EE | $2,921 | $5,857-50.1% | $5,144-43.2% | $4,764-38.7% |
| Participant deferral / active EE | $1,472 | $5,948-75.3% | $5,198-71.7% | $5,851-74.9% |
| Admin fee / account holder | $1,109 | $17,112-93.5% | $13,956-92.1% | $11,601-90.4% |