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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 | $30,609 | $73,848-58.6% | $143,799-78.7% | $68,486-55.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.64% | 0.91%-0.3pp | -0.04%+0.7pp | -7.85%+8.5pp |
| Employer contribution / active EE | $4,270 | $3,184+34.1% | $4,952-13.8% | $2,597+64.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $349 | $5,755-93.9% | $14,677-97.6% | $5,404-93.5% |