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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 | $18,537 | $75,832-75.6% | $147,617-87.4% | $59,633-68.9% |
| 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 | 2041.45%-2040.7pp |
| Employer contribution / active EE | $420 | $3,485-87.9% | $5,564-92.5% | $2,203-80.9% |
| Participant deferral / active EE | $413 | $3,131-86.8% | $4,895-91.6% | $3,192-87.1% |
| Admin fee / account holder | $629 | $5,986-89.5% | $11,612-94.6% | $4,297-85.4% |