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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 | $16,933 | $97,732-82.7% | $83,831-79.8% | $135,380-87.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.72% | 1287.56%-1276.8pp | 850.99%-840.3pp | 519.81%-509.1pp |
| Employer contribution / active EE | $978 | $4,222-76.8% | $3,631-73.1% | $4,779-79.5% |
| Participant deferral / active EE | $1,000 | $4,683-78.6% | $4,082-75.5% | $5,609-82.2% |
| Admin fee / account holder | $1,211 | $6,675-81.9% | $5,479-77.9% | $10,828-88.8% |