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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 | $57,661 | $60,139-4.1% | $90,461-36.3% | $79,856-27.8% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.7pp |
| Annual return | 13.79% | 71.96%-58.2pp | 1294.76%-1281.0pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,075 | $2,069+0.3% | $3,264-36.4% | $2,471-16.1% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $550 | $3,978-86.2% | $5,617-90.2% | $5,306-89.6% |