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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 | $174,379-40.0% | $152,093-31.3% | $138,895-24.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,168 | $4,652-74.9% | $4,175-72.0% | $4,194-72.2% |
| Participant deferral / active EE | $1,533 | $6,159-75.1% | $5,451-71.9% | $6,396-76.0% |
| Admin fee / account holder | $2,595 | $16,880-84.6% | $14,497-82.1% | $12,562-79.3% |