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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 | $114,830 | $209,888-45.3% | $189,545-39.4% | $167,553-31.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.71% | 748.66%-735.9pp | 555.36%-542.6pp | 478.89%-466.2pp |
| Employer contribution / active EE | $6,262 | $6,915-9.5% | $6,162+1.6% | $4,840+29.4% |
| Participant deferral / active EE | $3,170 | $8,934-64.5% | $8,220-61.4% | $6,343-50.0% |
| Admin fee / account holder | $6,219 | $14,300-56.5% | $12,049-48.4% | $12,316-49.5% |