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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 | $67,352-59.8% | $60,899-55.5% | $134,509-79.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -18.98% | 49.99%-69.0pp | 16.92%-35.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $369 | $4,539-91.9% | $3,817-90.3% | $6,400-94.2% |
| Admin fee / account holder | $986 | $4,585-78.5% | $3,225-69.4% | $11,427-91.4% |