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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 | $40,643 | $100,811-59.7% | $86,698-53.1% | $134,545-69.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.09% | 29.11%-46.2pp | 35.96%-53.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,300 | $5,339-75.7% | $4,656-72.1% | $6,401-79.7% |
| Admin fee / account holder | $937 | $10,926-91.4% | $7,492-87.5% | $11,431-91.8% |