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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 | $17,110 | $39,162-56.3% | $100,671-83.0% | $59,633-71.3% |
| Participation rate | 97.7% | 55.9%+41.9pp | 70.7%+27.0pp | 68.7%+29.1pp |
| Annual return | 3.25% | 21.07%-17.8pp | 20.43%-17.2pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $245 | $1,151-78.7% | $4,012-93.9% | $2,203-88.9% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $702 | $2,969-76.4% | $4,850-85.5% | $4,297-83.7% |