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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 | $96,608 | $56,197+71.9% | $67,652+42.8% | $59,633+62.0% |
| Participation rate | 90.6% | 71.5%+19.2pp | 75.7%+15.0pp | 68.7%+22.0pp |
| Annual return | 2.11% | 18508.10%-18506.0pp | 6625.40%-6623.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,338 | $1,615-17.1% | $2,266-40.9% | $2,203-39.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $22,719 | $3,958+474.0% | $4,821+371.3% | $4,297+428.7% |