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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 | $123,704 | $381,890-67.6% | $359,360-65.6% | $564,480-78.1% |
| Participation rate | 100.0% | 88.9%+11.1pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | 2.52% | -11.38%+13.9pp | -10.75%+13.3pp | -14.07%+16.6pp |
| Employer contribution / active EE | $0 | $18,491-100.0% | $18,485-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $2,483 | $9,109-72.7% | $8,159-69.6% | $5,729-56.7% |
| Admin fee / account holder | $38,717 | $9,693+299.4% | $9,603+303.2% | $27,140+42.7% |