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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 | $27,685 | $155,840-82.2% | $124,694-77.8% | $167,553-83.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.53% | 17.98%-5.4pp | 5144.82%-5132.3pp | 478.89%-466.4pp |
| Employer contribution / active EE | $1,254 | $4,165-69.9% | $3,325-62.3% | $4,840-74.1% |
| Participant deferral / active EE | $1,283 | $5,675-77.4% | $4,615-72.2% | $6,343-79.8% |
| Admin fee / account holder | $539 | $9,536-94.3% | $7,495-92.8% | $12,316-95.6% |