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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 | $48,599 | $62,589-22.4% | $76,768-36.7% | $64,173-24.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 0.89% | -1.95%+2.8pp | 2.43%-1.5pp | 7.63%-6.7pp |
| Employer contribution / active EE | $600 | $1,832-67.3% | $2,485-75.9% | $2,381-74.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,318 | $4,667-71.8% | $6,675-80.3% | $4,887-73.0% |