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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 | $116,767 | $56,197+107.8% | $67,652+72.6% | $59,633+95.8% |
| Participation rate | 91.4% | 71.5%+20.0pp | 75.7%+15.8pp | 68.7%+22.8pp |
| Annual return | 5.24% | 18508.10%-18502.9pp | 6625.40%-6620.2pp | 2041.45%-2036.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,044 | $2,844-63.3% | $3,560-70.7% | $3,192-67.3% |
| Admin fee / account holder | $3,369 | $3,958-14.9% | $4,821-30.1% | $4,297-21.6% |