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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 | $28,185 | $110,410-74.5% | $102,437-72.5% | $145,897-80.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $971 | $4,217-77.0% | $3,871-74.9% | $4,663-79.2% |
| Participant deferral / active EE | $1,175 | $5,622-79.1% | $5,060-76.8% | $6,689-82.4% |
| Admin fee / account holder | $29,829 | $9,745+206.1% | $8,388+255.6% | $13,390+122.8% |