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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 | $136,357 | $102,429+33.1% | $147,096-7.3% | $80,925+68.5% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.7%+28.1pp |
| Annual return | 495.44% | 135.02%+360.4pp | 419.75%+75.7pp | 35.65%+459.8pp |
| Employer contribution / active EE | $1,786 | $3,716-51.9% | $4,936-63.8% | $2,756-35.2% |
| Participant deferral / active EE | $2,193 | $6,649-67.0% | $8,071-72.8% | $4,299-49.0% |
| Admin fee / account holder | $453 | $7,957-94.3% | $13,005-96.5% | $6,940-93.5% |