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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 | $43,012 | $96,361-55.4% | $80,607-46.6% | $139,456-69.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.33% | 1350.95%-1329.6pp | 936.11%-914.8pp | 373.45%-352.1pp |
| Employer contribution / active EE | $14,632 | $3,262+348.5% | $2,724+437.1% | $4,753+207.9% |
| Participant deferral / active EE | $692 | $5,232-86.8% | $4,448-84.4% | $6,711-89.7% |
| Admin fee / account holder | $2,002 | $6,601-69.7% | $5,379-62.8% | $11,407-82.4% |