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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 | $45,505 | $138,114-67.1% | $125,391-63.7% | $134,545-66.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.07% | 750.88%-751.0pp | 572.41%-572.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,532 | $5,246-32.7% | $4,816-26.7% | $4,742-25.5% |
| Participant deferral / active EE | $759 | $7,801-90.3% | $7,448-89.8% | $6,401-88.1% |
| Admin fee / account holder | $704 | $11,570-93.9% | $10,009-93.0% | $11,431-93.8% |