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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 | $31,304 | $185,830-83.2% | $170,004-81.6% | $139,427-77.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.77% | 60.52%-43.7pp | 53.39%-36.6pp | 373.27%-356.5pp |
| Employer contribution / active EE | $2,896 | $7,591-61.8% | $6,786-57.3% | $4,752-39.0% |
| Participant deferral / active EE | $2,159 | $11,622-81.4% | $10,408-79.3% | $6,711-67.8% |
| Admin fee / account holder | $837 | $15,381-94.6% | $12,816-93.5% | $11,404-92.7% |