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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 | $26,501 | $150,447-82.4% | $136,298-80.6% | $147,586-82.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 11.31% | 1049.15%-1037.8pp | 5156.27%-5145.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $1,044 | $5,256-80.1% | $4,696-77.8% | $4,876-78.6% |
| Participant deferral / active EE | $1,536 | $6,631-76.8% | $6,247-75.4% | $5,439-71.8% |
| Admin fee / account holder | $626 | $10,906-94.3% | $9,244-93.2% | $10,886-94.3% |