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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 | $24,682 | $150,447-83.6% | $136,298-81.9% | $147,586-83.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 185.40% | 1049.15%-863.8pp | 5156.27%-4970.9pp | 578.59%-393.2pp |
| Employer contribution / active EE | $1,162 | $5,256-77.9% | $4,696-75.3% | $4,876-76.2% |
| Participant deferral / active EE | $1,894 | $6,631-71.4% | $6,247-69.7% | $5,439-65.2% |
| Admin fee / account holder | $14,854 | $10,906+36.2% | $9,244+60.7% | $10,886+36.5% |