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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 | $10,291 | $58,311-82.4% | $81,882-87.4% | $80,959-87.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.50% | 41.85%-26.3pp | 779.47%-764.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $528 | $2,347-77.5% | $2,916-81.9% | $2,757-80.9% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,992 | $4,752-58.1% | $7,360-72.9% | $6,925-71.2% |