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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 | $47,989 | $150,207-68.1% | $120,380-60.1% | $145,978-67.1% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 9.45% | 154.28%-144.8pp | 107.28%-97.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $3,115 | $4,351-28.4% | $3,465-10.1% | $4,662-33.2% |
| Participant deferral / active EE | $1,191 | $6,175-80.7% | $4,992-76.1% | $6,690-82.2% |
| Admin fee / account holder | $65,729 | $12,203+438.6% | $9,421+597.7% | $13,400+390.5% |