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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 | $36,998 | $107,809-65.7% | $90,657-59.2% | $135,380-72.7% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -5.31% | -0.90%-4.4pp | 1.89%-7.2pp | 519.81%-525.1pp |
| Employer contribution / active EE | $449 | $3,018-85.1% | $2,532-82.3% | $4,779-90.6% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,081 | $5,931-81.8% | $4,994-78.4% | $10,828-90.0% |