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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 | $47,183 | $49,177-4.1% | $79,467-40.6% | $64,173-26.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.17% | -1.16%-6.0pp | 718.30%-725.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $173 | $2,821-93.9% | $3,704-95.3% | $3,470-95.0% |
| Admin fee / account holder | $1,026 | $3,839-73.3% | $5,104-79.9% | $4,887-79.0% |