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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 | $216,437 | $177,156+22.2% | $147,027+47.2% | $154,746+39.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 0.00% | 21.94%-21.9pp | 20.23%-20.2pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,776 | $4,336-59.0% | $3,626-51.0% | $4,379-59.4% |
| Participant deferral / active EE | $1,413 | $5,797-75.6% | $4,933-71.3% | $6,730-79.0% |
| Admin fee / account holder | $641 | $14,904-95.7% | $12,223-94.8% | $14,365-95.5% |