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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 | $158,099 | $112,933+40.0% | $90,970+73.8% | $158,982-0.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.19% | 215.82%-208.6pp | 134.60%-127.4pp | 302.99%-295.8pp |
| Employer contribution / active EE | $1,190 | $2,893-58.9% | $2,122-43.9% | $4,763-75.0% |
| Participant deferral / active EE | $975 | $4,128-76.4% | $3,373-71.1% | $5,983-83.7% |
| Admin fee / account holder | $1,937 | $8,047-75.9% | $5,961-67.5% | $11,252-82.8% |