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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 | $22,514 | $108,882-79.3% | $96,754-76.7% | $154,746-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 11.16% | 98.39%-87.2pp | 82.04%-70.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $9,193 | $3,018+204.6% | $2,679+243.1% | $4,379+109.9% |
| Participant deferral / active EE | $6 | $5,323-99.9% | $4,758-99.9% | $6,730-99.9% |
| Admin fee / account holder | $608 | $10,200-94.0% | $8,905-93.2% | $14,365-95.8% |