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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 | $87,200 | $103,393-15.7% | $87,103+0.1% | $152,909-43.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.11% | 28.10%-9.0pp | 28.19%-9.1pp | 345.46%-326.4pp |
| Employer contribution / active EE | $10,826 | $3,221+236.1% | $2,521+329.3% | $4,764+127.2% |
| Participant deferral / active EE | $1,091 | $4,778-77.2% | $4,049-73.1% | $5,851-81.4% |
| Admin fee / account holder | $390 | $12,195-96.8% | $7,491-94.8% | $11,601-96.6% |