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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 | $56,852 | $56,199+1.2% | $67,652-16.0% | $59,632-4.7% |
| Participation rate | 90.6% | 71.5%+19.1pp | 75.7%+14.9pp | 68.7%+21.9pp |
| Annual return | -0.58% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.32%-2041.9pp |
| Employer contribution / active EE | $427 | $1,614-73.6% | $2,266-81.2% | $2,203-80.6% |
| Participant deferral / active EE | $810 | $2,844-71.5% | $3,560-77.2% | $3,192-74.6% |
| Admin fee / account holder | $3,898 | $3,958-1.5% | $4,821-19.1% | $4,297-9.3% |