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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 | $37,370 | $115,810-67.7% | $101,271-63.1% | $158,966-76.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.44% | 56.15%-47.7pp | 46.48%-38.0pp | 302.95%-294.5pp |
| Employer contribution / active EE | $1,197 | $4,175-71.3% | $3,660-67.3% | $4,762-74.9% |
| Participant deferral / active EE | $1,197 | $4,958-75.9% | $4,371-72.6% | $5,983-80.0% |
| Admin fee / account holder | $23,698 | $7,248+227.0% | $5,948+298.5% | $11,250+110.7% |