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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 | $43,959 | $45,152-2.6% | $73,836-40.5% | $59,633-26.3% |
| Participation rate | 95.7% | 64.0%+31.6pp | 73.4%+22.2pp | 68.7%+27.0pp |
| Annual return | 1.93% | 27.40%-25.5pp | 2268.06%-2266.1pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $2,948 | $1,901+55.1% | $2,787+5.8% | $2,203+33.9% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,143 | $3,515+46.3% | $4,882+5.3% | $4,297+19.7% |