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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 | $47,064 | $202,342-76.7% | $172,752-72.8% | $152,897-69.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.89% | 1029.83%-1010.9pp | 802.97%-784.1pp | 345.43%-326.5pp |
| Employer contribution / active EE | $2,595 | $5,858-55.7% | $5,144-49.6% | $4,764-45.5% |
| Participant deferral / active EE | $1,488 | $5,948-75.0% | $5,198-71.4% | $5,851-74.6% |
| Admin fee / account holder | $6,003 | $17,111-64.9% | $13,955-57.0% | $11,599-48.3% |