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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 | $22,151 | $73,988-70.1% | $96,538-77.1% | $75,177-70.5% |
| Participation rate | 96.5% | 66.4%+30.1pp | 74.3%+22.1pp | 67.2%+29.3pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,241 | $2,930-57.7% | $3,740-66.8% | $2,671-53.5% |
| Participant deferral / active EE | $1,304 | $3,660-64.4% | $4,880-73.3% | $4,126-68.4% |
| Admin fee / account holder | $2,385 | $5,220-54.3% | $6,737-64.6% | $5,651-57.8% |