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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 | $45,888 | $167,353-72.6% | $143,797-68.1% | $134,545-65.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -10.78% | 0.48%-11.3pp | -0.04%-10.7pp | 418.37%-429.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $912 | $6,447-85.8% | $5,638-83.8% | $6,401-85.7% |
| Admin fee / account holder | $6,372 | $18,096-64.8% | $14,679-56.6% | $11,431-44.3% |