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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 | $46,832 | $190,879-75.5% | $160,009-70.7% | $134,532-65.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -5.39% | 552.63%-558.0pp | 408.85%-414.2pp | 418.27%-423.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $367 | $6,924-94.7% | $6,183-94.1% | $6,401-94.3% |
| Admin fee / account holder | $4,407 | $10,495-58.0% | $8,715-49.4% | $11,429-61.4% |