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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 | $14,067 | $93,064-84.9% | $74,577-81.1% | $273,972-94.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.68% | 26.18%-19.5pp | 20.47%-13.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $800 | $3,160-74.7% | $2,525-68.3% | $4,869-83.6% |
| Participant deferral / active EE | $9 | $4,160-99.8% | $3,458-99.7% | $5,287-99.8% |
| Admin fee / account holder | $309 | $5,273-94.1% | $4,138-92.5% | $10,133-97.0% |