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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 | $19,743 | $49,177-59.9% | $79,467-75.2% | $64,173-69.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 11.44% | -1.16%+12.6pp | 718.30%-706.9pp | 7.63%+3.8pp |
| Employer contribution / active EE | $532 | $2,076-74.4% | $2,800-81.0% | $2,381-77.7% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $321 | $3,839-91.6% | $5,104-93.7% | $4,887-93.4% |