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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 | $28,490 | $97,732-70.8% | $83,831-66.0% | $135,380-79.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 0.07% | 1287.56%-1287.5pp | 850.99%-850.9pp | 519.81%-519.7pp |
| Employer contribution / active EE | $4,167 | $4,222-1.3% | $3,631+14.7% | $4,779-12.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,030 | $6,675-84.6% | $5,479-81.2% | $10,828-90.5% |