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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 | $12,530 | $69,518-82.0% | $59,887-79.1% | $135,379-90.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 2.79% | 7.95%-5.2pp | 3.46%-0.7pp | 519.79%-517.0pp |
| Employer contribution / active EE | $2,318 | $3,235-28.3% | $2,722-14.8% | $4,779-51.5% |
| Participant deferral / active EE | $363 | $4,204-91.4% | $3,402-89.3% | $5,609-93.5% |
| Admin fee / account holder | $2,688 | $5,734-53.1% | $3,591-25.1% | $10,828-75.2% |