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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 | $211,285 | $45,152+367.9% | $73,836+186.2% | $59,633+254.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.06% | 27.40%-26.3pp | 2268.06%-2267.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $12,360 | $1,901+550.1% | $2,787+343.4% | $2,203+461.2% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,675 | $3,515-23.9% | $4,882-45.2% | $4,297-37.8% |