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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 | $22,149 | $50,082-55.8% | $93,515-76.3% | $79,856-72.3% |
| Participation rate | 85.9% | 60.9%+25.0pp | 66.8%+19.1pp | 69.6%+16.3pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.21%-78.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $279 | $1,303-78.6% | $2,077-86.6% | $2,471-88.7% |
| Participant deferral / active EE | $417 | $2,212-81.2% | $3,129-86.7% | $3,741-88.9% |
| Admin fee / account holder | $1,368 | $3,454-60.4% | $5,235-73.9% | $5,306-74.2% |