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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 | $29,228 | $92,219-68.3% | $76,767-61.9% | $135,380-78.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.09% | 5.46%+1.6pp | 2.43%+4.7pp | 519.81%-512.7pp |
| Employer contribution / active EE | $720 | $3,216-77.6% | $2,485-71.0% | $4,779-84.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $102,968 | $10,749+857.9% | $6,675+1442.5% | $10,828+850.9% |