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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 | $239,805 | $175,259+36.8% | $149,723+60.2% | $139,487+71.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.72% | 166.82%-155.1pp | 134.50%-122.8pp | 373.84%-362.1pp |
| Employer contribution / active EE | $15,988 | $5,478+191.8% | $4,821+231.6% | $4,755+236.3% |
| Participant deferral / active EE | $793 | $6,522-87.8% | $5,682-86.0% | $6,713-88.2% |
| Admin fee / account holder | $7,010 | $16,158-56.6% | $13,215-47.0% | $11,407-38.6% |