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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 | $67,813 | $183,539-63.1% | $155,556-56.4% | $145,897-53.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,726 | $5,315-67.5% | $4,675-63.1% | $4,663-63.0% |
| Participant deferral / active EE | $999 | $6,467-84.6% | $5,631-82.3% | $6,689-85.1% |
| Admin fee / account holder | $600 | $19,275-96.9% | $15,885-96.2% | $13,390-95.5% |