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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 | $221,886 | $56,199+294.8% | $67,652+228.0% | $59,632+272.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.10% | 18505.31%-18504.2pp | 6625.04%-6623.9pp | 2041.32%-2040.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $539 | $2,844-81.0% | $3,560-84.9% | $3,192-83.1% |
| Admin fee / account holder | $3,335 | $3,958-15.8% | $4,821-30.8% | $4,297-22.4% |