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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 | $35,379 | $202,342-82.5% | $172,753-79.5% | $152,909-76.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 15.46% | 1029.88%-1014.4pp | 803.00%-787.5pp | 345.46%-330.0pp |
| Employer contribution / active EE | $1,918 | $5,857-67.3% | $5,144-62.7% | $4,764-59.7% |
| Participant deferral / active EE | $325 | $5,948-94.5% | $5,198-93.7% | $5,851-94.4% |
| Admin fee / account holder | $18,643 | $17,112+9.0% | $13,956+33.6% | $11,601+60.7% |