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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 | $216,606 | $45,152+379.7% | $73,836+193.4% | $59,633+263.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.78% | 27.40%-29.2pp | 2268.06%-2269.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $13,027 | $1,901+585.2% | $2,787+367.3% | $2,203+491.4% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,108 | $3,515+45.3% | $4,882+4.6% | $4,297+18.9% |