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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 | $217,211 | $56,200+286.5% | $67,653+221.1% | $59,633+264.2% |
| Participation rate | 96.2% | 71.5%+24.8pp | 75.7%+20.6pp | 68.7%+27.6pp |
| Annual return | -0.41% | 18506.71%-18507.1pp | 6625.22%-6625.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $11,321 | $1,615+601.1% | $2,266+399.7% | $2,203+414.0% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,463 | $3,959-37.8% | $4,821-48.9% | $4,297-42.7% |