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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 | $39,577 | $181,896-78.2% | $156,551-74.7% | $273,972-85.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 324.65% | 30.74%+293.9pp | 32.23%+292.4pp | 41.46%+283.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $105 | $5,550-98.1% | $4,871-97.8% | $5,287-98.0% |
| Admin fee / account holder | $621 | $15,560-96.0% | $13,028-95.2% | $10,133-93.9% |