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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 | $22,661 | $115,814-80.4% | $101,275-77.6% | $158,982-85.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.28% | 56.16%-45.9pp | 46.48%-36.2pp | 302.99%-292.7pp |
| Employer contribution / active EE | $945 | $4,176-77.4% | $3,660-74.2% | $4,763-80.2% |
| Participant deferral / active EE | $734 | $4,958-85.2% | $4,371-83.2% | $5,983-87.7% |
| Admin fee / account holder | $938 | $7,249-87.1% | $5,948-84.2% | $11,252-91.7% |