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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 | $37,594 | $180,749-79.2% | $160,784-76.6% | $137,256-72.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.31% | 2234.46%-2217.2pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,767 | $4,155-57.5% | $3,733-52.7% | $4,156-57.5% |
| Participant deferral / active EE | $1,025 | $6,844-85.0% | $6,293-83.7% | $6,407-84.0% |
| Admin fee / account holder | $1,302 | $10,397-87.5% | $9,717-86.6% | $12,270-89.4% |