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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 | $18,426 | $110,379-83.3% | $102,412-82.0% | $145,884-87.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.31% | 24.84%-8.5pp | 24.94%-8.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,317 | $4,216-68.8% | $3,870-66.0% | $4,662-71.7% |
| Participant deferral / active EE | $1,369 | $5,622-75.6% | $5,060-72.9% | $6,690-79.5% |
| Admin fee / account holder | $715 | $9,745-92.7% | $8,388-91.5% | $13,392-94.7% |