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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 | $59,560 | $65,367-8.9% | $92,915-35.9% | $72,976-18.4% |
| Participation rate | 94.0% | 68.3%+25.7pp | 76.0%+18.0pp | 69.5%+24.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $8,078 | $2,594+211.4% | $3,653+121.1% | $2,440+231.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,024 | $4,251-52.4% | $5,796-65.1% | $5,124-60.5% |