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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 | $17,727 | $95,188-81.4% | $76,518-76.8% | $135,380-86.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $600 | $3,303-81.8% | $2,647-77.3% | $4,779-87.4% |
| Participant deferral / active EE | $344 | $4,640-92.6% | $3,836-91.0% | $5,609-93.9% |
| Admin fee / account holder | $947 | $6,249-84.8% | $4,849-80.5% | $10,828-91.3% |