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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 | $55,462 | $56,197-1.3% | $67,652-18.0% | $59,633-7.0% |
| Participation rate | 96.8% | 71.5%+25.4pp | 75.7%+21.2pp | 68.7%+28.2pp |
| Annual return | -1.89% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $603 | $2,844-78.8% | $3,560-83.0% | $3,192-81.1% |
| Admin fee / account holder | $3,025 | $3,958-23.6% | $4,821-37.2% | $4,297-29.6% |