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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 | $29,124 | $82,674-64.8% | $125,381-76.8% | $68,486-57.5% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -18.64% | -5.97%-12.7pp | 572.31%-590.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,294 | $6,111-62.5% | $7,448-69.2% | $4,028-43.0% |
| Admin fee / account holder | $1,342 | $6,277-78.6% | $10,007-86.6% | $5,404-75.2% |