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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 | $52,559 | $88,710-40.8% | $81,783-35.7% | $145,959-64.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.16% | 1027.26%-1017.1pp | 775.05%-764.9pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,542 | $3,083+14.9% | $2,913+21.6% | $4,661-24.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,561 | $8,407-33.9% | $7,380-24.6% | $13,398-58.5% |