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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 | $98,487 | $100,060-1.6% | $149,721-34.2% | $70,126+40.4% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 14.25% | 27.46%-13.2pp | 1501.67%-1487.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $7,966 | $3,661+117.6% | $5,444+46.3% | $2,343+240.1% |
| Participant deferral / active EE | $2,109 | $4,982-57.7% | $6,568-67.9% | $3,332-36.7% |
| Admin fee / account holder | $2,228 | $8,285-73.1% | $11,282-80.3% | $4,645-52.0% |