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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 | $43,972 | $45,152-2.6% | $73,836-40.4% | $59,633-26.3% |
| Participation rate | 93.7% | 64.0%+29.6pp | 73.4%+20.2pp | 68.7%+25.0pp |
| Annual return | 0.63% | 27.40%-26.8pp | 2268.06%-2267.4pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $5,350 | $1,901+181.4% | $2,787+91.9% | $2,203+142.9% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,742 | $3,515-22.0% | $4,882-43.8% | $4,297-36.2% |