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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 | $89,828 | $68,398+31.3% | $94,664-5.1% | $75,173+19.5% |
| Participation rate | 86.3% | 76.1%+10.2pp | 80.8%+5.4pp | 67.2%+19.0pp |
| Annual return | 0.00% | 616.72%-616.7pp | 156.84%-156.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,122 | $2,701-58.5% | $3,673-69.5% | $2,671-58.0% |
| Participant deferral / active EE | $2,244 | $6,537-65.7% | $7,417-69.7% | $4,126-45.6% |
| Admin fee / account holder | $4,454 | $5,324-16.3% | $7,222-38.3% | $5,651-21.2% |