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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 | $104,562 | $185,312-43.6% | $161,489-35.3% | $154,746-32.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,168 | $4,769-75.5% | $4,268-72.6% | $4,379-73.3% |
| Participant deferral / active EE | $1,533 | $6,350-75.9% | $5,630-72.8% | $6,730-77.2% |
| Admin fee / account holder | $2,595 | $18,654-86.1% | $16,006-83.8% | $14,365-81.9% |