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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 | $149,684 | $198,457-24.6% | $170,435-12.2% | $147,586+1.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 84.90% | 257.30%-172.4pp | 205.94%-121.0pp | 578.59%-493.7pp |
| Employer contribution / active EE | $14,501 | $6,183+134.5% | $5,432+166.9% | $4,876+197.4% |
| Participant deferral / active EE | $1,102 | $5,629-80.4% | $4,939-77.7% | $5,439-79.7% |
| Admin fee / account holder | $592 | $16,852-96.5% | $13,881-95.7% | $10,886-94.6% |