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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 | $25,502 | $83,337-69.4% | $67,834-62.4% | $273,972-90.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 2.63% | 259.45%-256.8pp | 138.47%-135.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $18,903 | $3,287+475.1% | $2,403+686.5% | $4,869+288.3% |
| Participant deferral / active EE | $548 | $4,088-86.6% | $3,160-82.7% | $5,287-89.6% |
| Admin fee / account holder | $149,422 | $6,752+2113.0% | $4,622+3132.7% | $10,133+1374.7% |