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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 | $31,330 | $201,370-84.4% | $184,256-83.0% | $145,897-78.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.29% | 29.05%-14.8pp | 28.85%-14.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,933 | $7,024-58.2% | $6,427-54.4% | $4,663-37.1% |
| Participant deferral / active EE | $2,933 | $9,808-70.1% | $9,133-67.9% | $6,689-56.2% |
| Admin fee / account holder | $385 | $16,364-97.6% | $13,899-97.2% | $13,390-97.1% |