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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 | $55,434 | $167,362-66.9% | $143,799-61.5% | $134,532-58.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,251 | $5,620-59.9% | $4,952-54.5% | $4,741-52.5% |
| Participant deferral / active EE | $1,097 | $6,447-83.0% | $5,638-80.5% | $6,401-82.9% |
| Admin fee / account holder | $318 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |