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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 | $17,516 | $90,691-80.7% | $76,119-77.0% | $145,884-88.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 12.20% | 624.52%-612.3pp | 361.25%-349.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,718 | $3,329-18.4% | $2,693+0.9% | $4,662-41.7% |
| Participant deferral / active EE | $313 | $5,167-94.0% | $4,259-92.7% | $6,690-95.3% |
| Admin fee / account holder | $781 | $8,383-90.7% | $6,421-87.8% | $13,392-94.2% |