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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 | $17,775 | $75,832-76.6% | $147,617-88.0% | $59,633-70.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.54% | 0.37%+2.2pp | 61.98%-59.4pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $1,384 | $3,485-60.3% | $5,564-75.1% | $2,203-37.2% |
| Participant deferral / active EE | $133 | $3,131-95.8% | $4,895-97.3% | $3,192-95.8% |
| Admin fee / account holder | $3,729 | $5,986-37.7% | $11,612-67.9% | $4,297-13.2% |