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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 | $15,915 | $75,832-79.0% | $147,618-89.2% | $59,633-73.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.74% | 0.37%+1.4pp | 61.98%-60.2pp | 2041.40%-2039.7pp |
| Employer contribution / active EE | $373 | $3,485-89.3% | $5,565-93.3% | $2,203-83.1% |
| Participant deferral / active EE | $470 | $3,131-85.0% | $4,895-90.4% | $3,192-85.3% |
| Admin fee / account holder | $487 | $5,986-91.9% | $11,612-95.8% | $4,297-88.7% |