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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 | $22,855 | $85,790-73.4% | $67,313-66.0% | $135,380-83.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.56% | -0.54%+4.1pp | -4.08%+7.6pp | 519.81%-516.2pp |
| Employer contribution / active EE | $938 | $3,487-73.1% | $2,566-63.5% | $4,779-80.4% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $338 | $6,392-94.7% | $4,507-92.5% | $10,828-96.9% |