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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 | $146,558 | $56,200+160.8% | $67,653+116.6% | $59,633+145.8% |
| Participation rate | 91.9% | 71.5%+20.5pp | 75.7%+16.3pp | 68.7%+23.3pp |
| Annual return | -0.99% | 18506.71%-18507.7pp | 6625.22%-6626.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $13,542 | $1,615+738.7% | $2,266+497.7% | $2,203+514.8% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12,836 | $3,959+224.3% | $4,821+166.3% | $4,297+198.7% |