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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 | $22,154 | $78,694-71.8% | $67,652-67.3% | $125,389-82.3% |
| Participation rate | 76.2% | 78.8%-2.6pp | 75.7%+0.5pp | 83.2%-7.0pp |
| Annual return | 1.25% | 9.46%-8.2pp | 6625.40%-6624.1pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $793 | $4,292-81.5% | $3,560-77.7% | $5,352-85.2% |
| Admin fee / account holder | $1,651 | $7,403-77.7% | $4,821-65.8% | $9,541-82.7% |