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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 | $36,231 | $56,197-35.5% | $67,652-46.4% | $59,633-39.2% |
| Participation rate | 94.9% | 71.5%+23.4pp | 75.7%+19.2pp | 68.7%+26.2pp |
| Annual return | 0.41% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $3,623 | $1,615+124.4% | $2,266+59.9% | $2,203+64.5% |
| Participant deferral / active EE | $1,178 | $2,844-58.6% | $3,560-66.9% | $3,192-63.1% |
| Admin fee / account holder | $618 | $3,958-84.4% | $4,821-87.2% | $4,297-85.6% |