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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 | $45,802 | $157,296-70.9% | $141,191-67.6% | $152,897-70.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.76% | 64.34%-44.6pp | 71.41%-51.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $2,035 | $5,262-61.3% | $4,736-57.0% | $4,764-57.3% |
| Participant deferral / active EE | $506 | $7,111-92.9% | $6,710-92.5% | $5,851-91.4% |
| Admin fee / account holder | $6,130 | $12,125-49.4% | $10,264-40.3% | $11,599-47.1% |