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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 | $59,669 | $202,440-70.5% | $169,390-64.8% | $139,466-57.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $775 | $4,693-83.5% | $4,013-80.7% | $4,754-83.7% |
| Participant deferral / active EE | $867 | $6,940-87.5% | $6,222-86.1% | $6,712-87.1% |
| Admin fee / account holder | $307 | $10,722-97.1% | $9,015-96.6% | $11,409-97.3% |