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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 | $34,937 | $105,867-67.0% | $90,760-61.5% | $134,532-74.0% |
| Participation rate | 90.9% | 78.3%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -15.73% | -10.99%-4.7pp | -12.16%-3.6pp | 418.27%-434.0pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $986 | $5,217-81.1% | $4,565-78.4% | $6,401-84.6% |
| Admin fee / account holder | $1,488 | $13,936-89.3% | $8,444-82.4% | $11,429-87.0% |