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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 | $137,903 | $202,342-31.8% | $172,753-20.2% | $152,909-9.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $10,153 | $5,857+73.3% | $5,144+97.4% | $4,764+113.1% |
| Participant deferral / active EE | $1,442 | $5,948-75.8% | $5,198-72.3% | $5,851-75.4% |
| Admin fee / account holder | $769 | $17,112-95.5% | $13,956-94.5% | $11,601-93.4% |