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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 | $125,622 | $84,236+49.1% | $170,435-26.3% | $70,126+79.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.73% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $10,995 | $3,387+224.6% | $5,432+102.4% | $2,343+369.4% |
| Participant deferral / active EE | $446 | $3,086-85.6% | $4,939-91.0% | $3,332-86.6% |
| Admin fee / account holder | $1,600 | $5,698-71.9% | $13,881-88.5% | $4,645-65.6% |