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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 | $28,338 | $49,177-42.4% | $79,466-64.3% | $64,173-55.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 6.57% | -1.16%+7.7pp | 718.28%-711.7pp | 7.63%-1.1pp |
| Employer contribution / active EE | $2,671 | $2,076+28.6% | $2,800-4.6% | $2,381+12.2% |
| Participant deferral / active EE | $21 | $2,821-99.3% | $3,704-99.4% | $3,470-99.4% |
| Admin fee / account holder | $887 | $3,839-76.9% | $5,104-82.6% | $4,887-81.8% |