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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 | $39,246 | $56,197-30.2% | $67,652-42.0% | $59,633-34.2% |
| Participation rate | 97.2% | 71.5%+25.8pp | 75.7%+21.6pp | 68.7%+28.6pp |
| Annual return | -1.15% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,158 | $1,615-28.3% | $2,266-48.9% | $2,203-47.4% |
| Participant deferral / active EE | $1,091 | $2,844-61.6% | $3,560-69.4% | $3,192-65.8% |
| Admin fee / account holder | $2,907 | $3,958-26.6% | $4,821-39.7% | $4,297-32.3% |