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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 | $106,876 | $227,597-53.0% | $189,575-43.6% | $167,536-36.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.69% | 78.44%-70.8pp | 64.19%-56.5pp | 478.82%-471.1pp |
| Employer contribution / active EE | $8,476 | $5,316+59.4% | $4,412+92.1% | $4,839+75.2% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $764 | $11,877-93.6% | $9,806-92.2% | $12,315-93.8% |