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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 | $13,605 | $40,275-66.2% | $57,356-76.3% | $59,633-77.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.25% | 27.52%-28.8pp | 24.41%-25.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,601 | $1,921-16.7% | $2,689-40.4% | $2,203-27.3% |
| Participant deferral / active EE | $568 | $2,400-76.3% | $3,162-82.0% | $3,192-82.2% |
| Admin fee / account holder | $2,897 | $2,820+2.7% | $3,357-13.7% | $4,297-32.6% |