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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 | $16,768 | $75,832-77.9% | $147,617-88.6% | $59,633-71.9% |
| Participation rate | 76.3% | 71.6%+4.8pp | 84.6%-8.3pp | 68.7%+7.6pp |
| Annual return | 0.25% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $730 | $3,485-79.0% | $5,564-86.9% | $2,203-66.8% |
| Participant deferral / active EE | $787 | $3,131-74.9% | $4,895-83.9% | $3,192-75.4% |
| Admin fee / account holder | $1,280 | $5,986-78.6% | $11,612-89.0% | $4,297-70.2% |