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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 | $28,061 | $76,368-63.3% | $67,681-58.5% | $154,746-81.9% |
| Participation rate | 86.7% | 79.0%+7.7pp | 73.7%+12.9pp | 80.7%+6.0pp |
| Annual return | 19.57% | 1066.77%-1047.2pp | 590.58%-571.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,941 | $3,151-6.7% | $2,678+9.8% | $4,379-32.8% |
| Participant deferral / active EE | $337 | $4,824-93.0% | $3,976-91.5% | $6,730-95.0% |
| Admin fee / account holder | $3,931 | $8,559-54.1% | $6,100-35.6% | $14,365-72.6% |