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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 | $27,100 | $67,396-59.8% | $60,919-55.5% | $134,545-79.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -18.98% | 50.12%-69.1pp | 16.96%-35.9pp | 418.37%-437.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $369 | $4,534-91.9% | $3,814-90.3% | $6,401-94.2% |
| Admin fee / account holder | $986 | $4,590-78.5% | $3,228-69.5% | $11,431-91.4% |