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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 | $75,379 | $45,152+66.9% | $73,836+2.1% | $59,633+26.4% |
| Participation rate | 95.1% | 64.0%+31.1pp | 73.4%+21.7pp | 68.7%+26.5pp |
| Annual return | -1.43% | 27.40%-28.8pp | 2268.06%-2269.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $6,355 | $1,901+234.3% | $2,787+128.0% | $2,203+188.5% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,487 | $3,515-29.2% | $4,882-49.1% | $4,297-42.1% |