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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 | $82,852 | $149,741-44.7% | $118,914-30.3% | $158,982-47.9% |
| Participation rate | 93.3% | 82.1%+11.2pp | 75.4%+17.9pp | 82.0%+11.4pp |
| Annual return | 0.00% | 19.94%-19.9pp | 35.89%-35.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $8,746 | $4,119+112.4% | $3,264+167.9% | $4,763+83.6% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $442 | $8,607-94.9% | $6,582-93.3% | $11,252-96.1% |