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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 | $237,239 | $165,399+43.4% | $149,745+58.4% | $158,982+49.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.78% | 348.34%-333.6pp | 276.72%-261.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $16,007 | $5,105+213.6% | $4,646+244.6% | $4,763+236.1% |
| Participant deferral / active EE | $456 | $7,183-93.6% | $6,843-93.3% | $5,983-92.4% |
| Admin fee / account holder | $46,886 | $10,811+333.7% | $9,312+403.5% | $11,252+316.7% |