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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 | $106,120 | $212,777-50.1% | $173,703-38.9% | $198,609-46.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 18.82%-18.8pp | 17.46%-17.5pp | 202.70%-202.7pp |
| Employer contribution / active EE | $4,591 | $5,214-11.9% | $4,288+7.1% | $5,055-9.2% |
| Participant deferral / active EE | $1,798 | $5,697-68.4% | $4,854-63.0% | $6,977-74.2% |
| Admin fee / account holder | $334 | $19,536-98.3% | $15,562-97.9% | $19,030-98.2% |