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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 | $29,206 | $160,028-81.7% | $147,080-80.1% | $145,884-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 98.60%-85.8pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,864 | $5,286-64.7% | $4,933-62.2% | $4,662-60.0% |
| Participant deferral / active EE | $2,286 | $8,422-72.9% | $8,066-71.7% | $6,690-65.8% |
| Admin fee / account holder | $1,253 | $15,030-91.7% | $12,989-90.4% | $13,392-90.6% |