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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 | $139,776 | $108,897+28.4% | $100,378+39.2% | $145,877-4.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 58.17%-47.9pp | 49.41%-39.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,136 | $4,420-74.3% | $3,942-71.2% | $4,663-75.6% |
| Participant deferral / active EE | $1,136 | $8,455-86.6% | $8,087-86.0% | $6,691-83.0% |
| Admin fee / account holder | $1,093 | $9,690-88.7% | $7,899-86.2% | $13,402-91.8% |