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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 | $95,009 | $56,197+69.1% | $67,652+40.4% | $59,633+59.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.34% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,907 | $1,615+80.0% | $2,266+28.3% | $2,203+32.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,287 | $3,958+8.3% | $4,821-11.1% | $4,297-0.2% |