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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 | $57,625 | $183,539-68.6% | $155,556-63.0% | $145,897-60.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.39% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,144 | $5,315-78.5% | $4,675-75.5% | $4,663-75.5% |
| Participant deferral / active EE | $1,223 | $6,467-81.1% | $5,631-78.3% | $6,689-81.7% |
| Admin fee / account holder | $7,500 | $19,275-61.1% | $15,885-52.8% | $13,390-44.0% |