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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 | $28,902 | $160,040-81.9% | $147,096-80.4% | $145,877-80.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.29% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,833 | $5,289-65.3% | $4,936-62.9% | $4,663-60.7% |
| Participant deferral / active EE | $2,200 | $8,429-73.9% | $8,071-72.7% | $6,691-67.1% |
| Admin fee / account holder | $14,240 | $15,050-5.4% | $13,005+9.5% | $13,402+6.2% |