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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 | $78,979 | $56,197+40.5% | $67,652+16.7% | $59,633+32.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.43% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,594 | $1,615+122.6% | $2,266+58.6% | $2,203+63.2% |
| Participant deferral / active EE | $858 | $2,844-69.8% | $3,560-75.9% | $3,192-73.1% |
| Admin fee / account holder | $9,671 | $3,958+144.3% | $4,821+100.6% | $4,297+125.1% |