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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 | $14,913 | $75,832-80.3% | $147,618-89.9% | $59,633-75.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.80% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $1,134 | $3,485-67.5% | $5,565-79.6% | $2,203-48.5% |
| Participant deferral / active EE | $665 | $3,131-78.7% | $4,895-86.4% | $3,192-79.2% |
| Admin fee / account holder | $1,468 | $5,986-75.5% | $11,612-87.4% | $4,297-65.8% |