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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 | $143,809 | $105,200+36.7% | $159,474-9.8% | $85,847+67.5% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.8%+4.4pp | 69.3%+17.9pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $835 | $3,319-74.8% | $4,831-82.7% | $2,565-67.4% |
| Participant deferral / active EE | $1,910 | $5,946-67.9% | $7,353-74.0% | $3,952-51.7% |
| Admin fee / account holder | $11,529 | $6,934+66.3% | $10,802+6.7% | $6,261+84.2% |