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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 | $90,863 | $168,635-46.1% | $147,617-38.4% | $125,389-27.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.13% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $3,631 | $6,252-41.9% | $5,564-34.7% | $4,866-25.4% |
| Participant deferral / active EE | $617 | $5,507-88.8% | $4,895-87.4% | $5,352-88.5% |
| Admin fee / account holder | $1,185 | $13,580-91.3% | $11,612-89.8% | $9,541-87.6% |