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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 | $78,430 | $106,008-26.0% | $92,240-15.0% | $147,586-46.9% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 19.24% | 50.05%-30.8pp | 176.29%-157.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,062 | $4,478-76.3% | $3,897-72.8% | $5,439-80.5% |
| Admin fee / account holder | $580 | $6,333-90.8% | $5,194-88.8% | $10,886-94.7% |