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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 | $80,241 | $155,555-48.4% | $146,866-45.4% | $155,188-48.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.98% | 115.41%-101.4pp | 102.85%-88.9pp | 148.84%-134.9pp |
| Employer contribution / active EE | $15,350 | $4,647+230.3% | $4,425+246.9% | $4,248+261.4% |
| Participant deferral / active EE | $390 | $8,044-95.2% | $7,759-95.0% | $6,531-94.0% |
| Admin fee / account holder | $83,325 | $14,755+464.7% | $13,620+511.8% | $14,480+475.5% |