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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 | $35,467 | $93,345-62.0% | $119,126-70.2% | $87,485-59.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.75% | 19.08%-6.3pp | 282.11%-269.4pp | 26.06%-13.3pp |
| Employer contribution / active EE | $5,149 | $3,172+62.3% | $4,034+27.6% | $2,596+98.3% |
| Participant deferral / active EE | $1,294 | $4,099-68.4% | $5,318-75.7% | $4,274-69.7% |
| Admin fee / account holder | $2,579 | $8,039-67.9% | $10,693-75.9% | $7,775-66.8% |