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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 | $25,323 | $69,518-63.6% | $59,887-57.7% | $135,379-81.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.15% | 7.95%-9.1pp | 3.46%-4.6pp | 519.79%-520.9pp |
| Employer contribution / active EE | $1,108 | $3,235-65.7% | $2,722-59.3% | $4,779-76.8% |
| Participant deferral / active EE | $121 | $4,204-97.1% | $3,402-96.5% | $5,609-97.8% |
| Admin fee / account holder | $437 | $5,734-92.4% | $3,591-87.8% | $10,828-96.0% |