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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 | $41,908 | $159,978-73.8% | $147,041-71.5% | $145,978-71.3% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 23.89% | 98.36%-74.5pp | 419.21%-395.3pp | 550.52%-526.6pp |
| Employer contribution / active EE | $6,021 | $5,288+13.9% | $4,935+22.0% | $4,662+29.1% |
| Participant deferral / active EE | $2,193 | $8,429-74.0% | $8,071-72.8% | $6,690-67.2% |
| Admin fee / account holder | $437 | $15,053-97.1% | $13,006-96.6% | $13,400-96.7% |