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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 | $80,902 | $44,850+80.4% | $60,547+33.6% | $59,633+35.7% |
| Participation rate | 97.7% | 59.5%+38.3pp | 68.0%+29.8pp | 68.7%+29.1pp |
| Annual return | -1.03% | 1074.14%-1075.2pp | 335.64%-336.7pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $11,482 | $1,462+685.4% | $2,419+374.6% | $2,203+421.3% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $19,396 | $3,635+433.5% | $4,536+327.6% | $4,297+351.4% |