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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 | $37,518 | $209,425-82.1% | $178,499-79.0% | $158,966-76.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.31% | 188.80%-175.5pp | 151.10%-137.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $1,750 | $5,707-69.3% | $5,011-65.1% | $4,762-63.3% |
| Participant deferral / active EE | $734 | $5,955-87.7% | $5,202-85.9% | $5,983-87.7% |
| Admin fee / account holder | $922 | $17,078-94.6% | $13,986-93.4% | $11,250-91.8% |