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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 | $62,002 | $184,000-66.3% | $162,185-61.8% | $152,909-59.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.19% | 150.80%-130.6pp | 115.61%-95.4pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,651 | $6,370-74.1% | $5,613-70.6% | $4,764-65.3% |
| Participant deferral / active EE | $1,651 | $8,033-79.4% | $7,297-77.4% | $5,851-71.8% |
| Admin fee / account holder | $331 | $13,124-97.5% | $10,844-96.9% | $11,601-97.1% |