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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 | $41,942 | $175,257-76.1% | $149,717-72.0% | $139,456-69.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.84% | 166.70%-135.9pp | 134.41%-103.6pp | 373.45%-342.6pp |
| Employer contribution / active EE | $1,548 | $5,477-71.7% | $4,820-67.9% | $4,753-67.4% |
| Participant deferral / active EE | $1,848 | $6,521-71.7% | $5,682-67.5% | $6,711-72.5% |
| Admin fee / account holder | $374 | $16,156-97.7% | $13,213-97.2% | $11,407-96.7% |