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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 | $36,176 | $84,694-57.3% | $73,843-51.0% | $125,392-71.1% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | 0.15% | 3123.66%-3123.5pp | 2267.91%-2267.8pp | 282.23%-282.1pp |
| Employer contribution / active EE | $3,051 | $3,123-2.3% | $2,787+9.5% | $4,866-37.3% |
| Participant deferral / active EE | $588 | $3,992-85.3% | $3,583-83.6% | $5,351-89.0% |
| Admin fee / account holder | $18,793 | $5,691+230.2% | $4,880+285.1% | $9,541+97.0% |