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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 | $84,320 | $132,099-36.2% | $115,599-27.1% | $138,895-39.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.55% | 176.76%-161.2pp | 111.10%-95.5pp | 145.39%-129.8pp |
| Employer contribution / active EE | $7,813 | $3,416+128.7% | $2,955+164.3% | $4,194+86.3% |
| Participant deferral / active EE | $1,011 | $5,617-82.0% | $4,889-79.3% | $6,396-84.2% |
| Admin fee / account holder | $833 | $15,650-94.7% | $12,841-93.5% | $12,562-93.4% |