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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 | $46,299 | $185,883-75.1% | $170,043-72.8% | $139,466-66.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.95% | 60.54%-45.6pp | 53.40%-38.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $2,466 | $7,596-67.5% | $6,790-63.7% | $4,754-48.1% |
| Participant deferral / active EE | $2,328 | $11,626-80.0% | $10,410-77.6% | $6,712-65.3% |
| Admin fee / account holder | $1,196 | $15,393-92.2% | $12,824-90.7% | $11,409-89.5% |