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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 | $21,868 | $167,362-86.9% | $143,799-84.8% | $134,532-83.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.43% | 0.47%0pp | -0.04%+0.5pp | 418.27%-417.8pp |
| Employer contribution / active EE | $1,550 | $5,620-72.4% | $4,952-68.7% | $4,741-67.3% |
| Participant deferral / active EE | $496 | $6,447-92.3% | $5,638-91.2% | $6,401-92.3% |
| Admin fee / account holder | $3,090 | $18,094-82.9% | $14,677-78.9% | $11,429-73.0% |