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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 | $31,721 | $125,184-74.7% | $105,607-70.0% | $145,884-78.3% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 13.86% | 225.00%-211.1pp | 116.11%-102.2pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,213 | $3,720-67.4% | $3,167-61.7% | $4,662-74.0% |
| Participant deferral / active EE | $1,269 | $5,714-77.8% | $5,011-74.7% | $6,690-81.0% |
| Admin fee / account holder | $936 | $17,133-94.5% | $10,958-91.5% | $13,392-93.0% |