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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 | $38,590 | $148,623-74.0% | $135,974-71.6% | $139,466-72.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.92% | 79.30%-56.4pp | 68.30%-45.4pp | 373.66%-350.7pp |
| Employer contribution / active EE | $1,101 | $5,246-79.0% | $4,859-77.3% | $4,754-76.8% |
| Participant deferral / active EE | $1,854 | $8,103-77.1% | $7,760-76.1% | $6,712-72.4% |
| Admin fee / account holder | $586 | $12,406-95.3% | $10,767-94.6% | $11,409-94.9% |