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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 | $51,087 | $93,589-45.4% | $135,942-62.4% | $75,181-32.0% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,871 | $3,537-47.1% | $4,858-61.5% | $2,671-30.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $705 | $6,977-89.9% | $10,764-93.5% | $5,650-87.5% |