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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 | $128,169 | $185,905-31.1% | $170,057-24.6% | $139,487-8.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.66% | 60.56%-44.9pp | 53.42%-37.8pp | 373.84%-358.2pp |
| Employer contribution / active EE | $4,367 | $7,597-42.5% | $6,790-35.7% | $4,755-8.1% |
| Participant deferral / active EE | $2,264 | $11,627-80.5% | $10,411-78.3% | $6,713-66.3% |
| Admin fee / account holder | $63,597 | $15,397+313.1% | $12,826+395.8% | $11,407+457.5% |