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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 | $47,163 | $142,392-66.9% | $119,622-60.6% | $134,532-64.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.07% | -12.46%-4.6pp | -14.98%-2.1pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,748 | $6,467-73.0% | $5,601-68.8% | $6,401-72.7% |
| Admin fee / account holder | $395 | $13,593-97.1% | $10,328-96.2% | $11,429-96.5% |