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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 | $53,672 | $67,352-20.3% | $60,899-11.9% | $134,509-60.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.78% | 49.99%-65.8pp | 16.92%-32.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $242 | $4,539-94.7% | $3,817-93.7% | $6,400-96.2% |
| Admin fee / account holder | $6,516 | $4,585+42.1% | $3,225+102.1% | $11,427-43.0% |