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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 | $22,447 | $118,708-81.1% | $98,920-77.3% | $158,982-85.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.77% | 372.49%-359.7pp | 196.47%-183.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $4,013 | $3,334+20.4% | $2,689+49.2% | $4,763-15.7% |
| Participant deferral / active EE | $723 | $5,089-85.8% | $4,245-83.0% | $5,983-87.9% |
| Admin fee / account holder | $1,762 | $10,134-82.6% | $6,643-73.5% | $11,252-84.3% |