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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 | $64,239 | $117,846-45.5% | $102,434-37.3% | $145,884-56.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.10% | 31.90%-20.8pp | 29.46%-18.4pp | 551.85%-540.7pp |
| Employer contribution / active EE | $5,000 | $3,615+38.3% | $3,023+65.4% | $4,662+7.2% |
| Participant deferral / active EE | $1,025 | $5,733-82.1% | $5,055-79.7% | $6,690-84.7% |
| Admin fee / account holder | $506 | $13,356-96.2% | $9,462-94.7% | $13,392-96.2% |