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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 | $19,442 | $43,730-55.5% | $121,220-84.0% | $64,173-69.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -1.14% | 68.94%-70.1pp | 16.94%-18.1pp | 7.63%-8.8pp |
| Employer contribution / active EE | $873 | $1,297-32.7% | $4,023-78.3% | $2,381-63.3% |
| Participant deferral / active EE | $243 | $2,281-89.3% | $3,345-92.7% | $3,470-93.0% |
| Admin fee / account holder | $890 | $3,502-74.6% | $5,021-82.3% | $4,887-81.8% |