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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 | $33,021 | $65,704-49.7% | $94,229-65.0% | $59,633-44.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.45% | 5.22%-4.8pp | 10.68%-10.2pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,584 | $2,021-21.6% | $3,587-55.8% | $2,203-28.1% |
| Participant deferral / active EE | $768 | $3,143-75.6% | $4,320-82.2% | $3,192-75.9% |
| Admin fee / account holder | $551 | $4,265-87.1% | $6,269-91.2% | $4,297-87.2% |