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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 | $19,167 | $55,930-65.7% | $76,089-74.8% | $80,925-76.3% |
| Participation rate | 95.5% | 62.1%+33.4pp | 69.1%+26.4pp | 67.7%+27.8pp |
| Annual return | 0.00% | 20.58%-20.6pp | 360.94%-360.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $796 | $1,866-57.4% | $2,690-70.4% | $2,756-71.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $458 | $5,241-91.3% | $6,418-92.9% | $6,940-93.4% |