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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 | $92,447 | $159,978-42.2% | $147,041-37.1% | $145,978-36.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.18% | 98.36%-84.2pp | 419.21%-405.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,416 | $5,288-73.2% | $4,935-71.3% | $4,662-69.6% |
| Participant deferral / active EE | $2,450 | $8,429-70.9% | $8,071-69.6% | $6,690-63.4% |
| Admin fee / account holder | $250,006 | $15,053+1560.8% | $13,006+1822.2% | $13,400+1765.7% |