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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 | $35,850 | $111,830-67.9% | $93,696-61.7% | $145,884-75.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.02% | 204.08%-193.1pp | 133.74%-122.7pp | 551.85%-540.8pp |
| Employer contribution / active EE | $7,194 | $3,093+132.6% | $2,422+197.0% | $4,662+54.3% |
| Participant deferral / active EE | $555 | $4,920-88.7% | $4,417-87.4% | $6,690-91.7% |
| Admin fee / account holder | $6,416 | $10,249-37.4% | $8,287-22.6% | $13,392-52.1% |