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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 | $97,973 | $56,200+74.3% | $67,653+44.8% | $59,633+64.3% |
| Participation rate | 94.0% | 71.5%+22.6pp | 75.7%+18.4pp | 68.7%+25.4pp |
| Annual return | 0.89% | 18506.71%-18505.8pp | 6625.22%-6624.3pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $3,478 | $1,615+115.4% | $2,266+53.5% | $2,203+57.9% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,982 | $3,959-24.7% | $4,821-38.2% | $4,297-30.6% |