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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 | $77,302 | $56,197+37.6% | $67,652+14.3% | $59,633+29.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.67% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,842 | $1,615+14.1% | $2,266-18.7% | $2,203-16.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,944 | $3,958+100.7% | $4,821+64.8% | $4,297+84.9% |