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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 | $69,351 | $55,446+25.1% | $155,574-55.4% | $74,429-6.8% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 17.46% | 269.20%-251.7pp | 64.87%-47.4pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $1,005 | $2,266-55.6% | $4,676-78.5% | $2,625-61.7% |
| Participant deferral / active EE | $588 | $2,836-79.3% | $5,629-89.6% | $4,348-86.5% |
| Admin fee / account holder | $712 | $1,743-59.2% | $15,914-95.5% | $1,944-63.4% |