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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 | $50,766 | $99,644-49.1% | $86,438-41.3% | $134,532-62.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -7.96% | 6787.26%-6795.2pp | 4397.19%-4405.2pp | 418.27%-426.2pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $50 | $7,247-99.3% | $6,952-99.3% | $6,401-99.2% |
| Admin fee / account holder | $2,485 | $8,375-70.3% | $6,733-63.1% | $11,429-78.3% |