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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 | $26,837 | $65,704-59.2% | $94,229-71.5% | $59,633-55.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.13% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $5,071 | $2,021+151.0% | $3,587+41.4% | $2,203+130.2% |
| Participant deferral / active EE | $270 | $3,143-91.4% | $4,320-93.7% | $3,192-91.5% |
| Admin fee / account holder | $825 | $4,265-80.7% | $6,269-86.8% | $4,297-80.8% |