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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 | $11,110 | $57,165-80.6% | - | $125,393-91.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | - | 83.2%+16.8pp |
| Annual return | 0.69% | 36.23%-35.5pp | - | 282.23%-281.5pp |
| Employer contribution / active EE | $1,319 | $3,571-63.1% | - | $4,866-72.9% |
| Participant deferral / active EE | $0 | $3,322-100.0% | - | $5,351-100.0% |
| Admin fee / account holder | $3,643 | $2,996+21.6% | - | $9,541-61.8% |