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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 | $19,405 | $97,732-80.1% | $83,831-76.9% | $135,380-85.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.07% | 1287.56%-1287.5pp | 850.99%-850.9pp | 519.81%-519.7pp |
| Employer contribution / active EE | $798 | $4,222-81.1% | $3,631-78.0% | $4,779-83.3% |
| Participant deferral / active EE | $798 | $4,683-83.0% | $4,082-80.4% | $5,609-85.8% |
| Admin fee / account holder | $1,406 | $6,675-78.9% | $5,479-74.3% | $10,828-87.0% |