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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 | $66,918 | $56,199+19.1% | $67,652-1.1% | $59,632+12.2% |
| Participation rate | 94.1% | 71.5%+22.7pp | 75.7%+18.5pp | 68.7%+25.4pp |
| Annual return | 0.39% | 18505.31%-18504.9pp | 6625.04%-6624.7pp | 2041.32%-2040.9pp |
| Employer contribution / active EE | $8,947 | $1,614+454.2% | $2,266+294.9% | $2,203+306.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,413 | $3,958+112.5% | $4,821+74.5% | $4,297+95.8% |