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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 | $75,638 | $118,708-36.3% | $98,920-23.5% | $158,982-52.4% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 11.88% | 372.49%-360.6pp | 196.47%-184.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $13,026 | $3,334+290.7% | $2,689+384.3% | $4,763+173.5% |
| Participant deferral / active EE | $1,184 | $5,089-76.7% | $4,245-72.1% | $5,983-80.2% |
| Admin fee / account holder | $453 | $10,134-95.5% | $6,643-93.2% | $11,252-96.0% |